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Decades of Inflationism Home to Roost – April 17, 2024 David: All right, let’s begin. Good afternoon. We are going to start the call today with performance, look at market insights, and then have Q&A as our finale. This is for first quarter 2025, conference call for Tactical Short, “Decades of Inflationism Home to […]
[CNBC] Stock futures rise after major averages tumble in tech sector sell-off: Live updates [CNBC] Treasury yields rise as Fed chief warns of effect of U.S. tariffs [Yahoo/Bloomberg] Gold Pauses Record-Breaking Rally as Market Ponders Trade Talks [CNBC] Trump again calls for Fed to cut rates, says Powell’s ‘termination cannot come fast enough’ [Yahoo/Bloomberg] Trump […]
[CNBC] S&P 500 futures slide as a drop in Nvidia shares drags down tech: Live updates [Yahoo/Bloomberg] Gold Breaks $3,300 as Expanding Trade War Bolsters Haven Demand [Reuters] Global chip stocks slide as Nvidia warns of big hit from US export curbs [Yahoo/Bloomberg] Oil Steadies With Glut Expectations, Trade War Souring Outlook [CNBC] Retail sales […]
This Week’s Guest: George FriedmanGeorge Friedman is one of the most respected voices in geopolitical strategy today. As the founder of both Stratfor and Geopolitical Futures, his work has shaped how analysts and leaders understand the long-term forces driving global events. With decades of experience forecasting international conflicts, economic trends, and national realignments, Friedman brings […]
[CNBC] U.S. stocks tick lower after S&P 500 posts back-to-back gains: Live updates [Yahoo/Bloomberg] US Will Impose 21% Tariff on Mexican Tomatoes Starting in July [Yahoo Finance] BofA’s Moynihan says ‘we potentially face a changing economy’ after stock traders post record haul [Yahoo/Bloomberg] US Economy Is Set to Lose Billions as Foreign Tourists Stay Away […]
The content creators featured below focus this week on the fallout from Trump’s economic policies. Tariffs caused a great deal of volatility in both stocks and bonds, and their postponement settled things down a bit. In the midst of it all, gold gained and held steady. Looking forward, there is much uncertainty. Rather than try […]
[CNBC] Stock futures rise after a wild week as traders weigh surprise China tariff exemption: Live updates [Yahoo/Bloomberg] Dollar Extends Drop to Fresh 2025 Lows as Tariff Saga Rolls On [Yahoo/Bloomberg] Gold-Trading Frenzy Erupts in China as Tensions With US Escalate [Yahoo/Bloomberg] Oil Steadies With Trade War Shifts and Iran Talks to the Fore [Axios] […]
[Axios] The global financial order is shaking beneath our feet [Reuters] US Commerce Secretary says exempted electronic products to come under separate tariffs [Reuters] How China went from courting Trump to ‘never yield’ tariff defiance [AP] As tariffs put trade between China and the US in peril, Chinese businesses ponder the future [Yahoo/WSJ] The Companies […]
