Fundamentals Take the Stage
The market has finally decided who gets to sit at the adult table, and for once, it’s not the Fed or the White House. As we head into a packed earnings week, corporate performance is taking center stage. While Trump’s tariff theatrics and Powell drama continue...
Why September’s Curse Might Be Cracking
September is back, and with it comes the usual market superstition: historically, this is the worst month of the year for U.S. stocks. You’ll hear it everywhere from trading desks to TikTok that September spells doom for equities. But this time, the script may...
The Rally Everyone Loves Until It Blinks
Just when you thought the markets couldn't climb any higher, they do. Major US indexes are printing fresh The Federal Reserve has finally pulled the trigger. Its first rate cut in nine months is now official, and investors are already moving on. After...
Will Investors Fly Blind This Week?
September is often a troublemaker for investors, but this year’s script has flipped. U.S. equities held their ground, avoiding the seasonal stumble that usually drags portfolios lower. Yet, just as traders were hoping to close the quarter on a steadier note, politics barged in....
Why Gold Glitters When the Dollar Falters
A strange thing happened on the way to the government shutdown: investors got bullish on bitcoin and gold. While Washington bickers, markets are making moves — and the debasement trade is having a moment.
We’re now witnessing a market theme that’s less about short-term...
