Meta’s Record Run… And Treading Lightly in Europe 20/14/25
Meta’s record run continues, as the tech giant hits its 20th day of gains. But not all of the Mag7 are following in Meta’s footsteps. What the underperformance means for the broader market. Plus Inves...
14 Helmi 202542min
Reciprocal Tariffs Boost Stocks… And The Impact of RFK Jr’s Confirmation 02/13/25
Stocks taking a leg higher as President Trump lays out his plan for reciprocal tariffs. How those tariffs could impact markets, and what companies are saying about the effects on their businesses. Plu...
13 Helmi 202542min
Rates Rise After hot CPI data… And The Latest On China’s Property Crisis 02/12/25
Rates on the rise, with the 10-year yield seeing its biggest jump in nearly two months. The hotter-than-expected CPI print sending treasuries higher, and what it could mean for the Central Bank’s next...
12 Helmi 202542min
Tesla’s Stall Continues… And The Long Term Impact From Trump’s Economic Policies 02/11/25
Shares of Tesla hitting the skids, as the stock hits its lowest level since November. Why investors are concerned about a potentially distracted Elon Musk, and if Tesla’s has more problems under the h...
11 Helmi 202542min
Jobs Report, Tariff Threats Hit Stocks… And Tesla’s China Sales Drop 02/07/25
Stocks falling as investors digest a weaker-than-expected jobs report, all while tariff fears still hang overhead. How the numbers are affecting rates, and the impact tariffs could have on the broader...
7 Helmi 202542min
Amazon’s Quarterly Revenue Beats Out Walmart… And Palantir’s Next Move 02/06/25
Amazon reporting results, with quarterly revenue beating out Walmart for the first time ever. The details from the company’s quarter, and why one portfolio manager says it’s not just packages Amazon i...
6 Helmi 202543min
Gold Rally Keeps Shining… And FTAI Aviation Looks To Rebound 02/05/25
Gold’s record run continues, with the yellow metal hitting all-time highs as investors digest the possibility of a trade war. How the safe-haven surge is impacting miners, crypto, and more. Plus FTAI ...
5 Helmi 202542min
Alphabet’s Reports… And Disney Gears Up To Do The Same 02/04/25
Shares of Alphabet on the move as the tech giant reports results. What it means for the broader tech space, and how our traders are handling the move. Plus Streaming in focus, as Netflix hits a new al...
4 Helmi 202542min
