Weekly Wrap-Up: Tariffs, Copper, and a Ticking Calendar. What’s Next
Tariffs, copper spikes, and a packed week of earnings and inflation data — Geof Smith breaks down what traders need to know as markets brace for a potential shift.
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The Government’s Writing Checks Again
The Pentagon is making bold bets on rare earths. But can government spending really fix a broken supply chain?
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Copper Just Got Tariffed — Now What?
Copper just surged — and it’s not just a chart story. From tariffs to tankers, the ripple effects are everywhere.
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What I Do When I Smell a Pullback Coming
Markets are near highs — but under the surface, cracks may be forming. Here’s how Geof’s preparing for a pullback without panicking.
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Quiet Weeks Can Be Sneaky
Markets are quiet, indexes are loud — and that’s when cracks start to form. Geof Smith explains why July’s shaping up to be the perfect setup for a short-term pullback.
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Weekly Wrap-Up: Payroll Surprise, Holiday Highs, and What’s (Not) Coming Next Week
Markets hit fresh highs after a surprise jobs print — and Geof breaks down what to expect in the quiet before CPI, earnings, and Q3 action ramps up.
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One Big Question Mark
Markets are rising despite bad headlines — and with Thursday packed full of data, the next move could be big.
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A Market That’s Finally Widening Out
The Nasdaq’s cooling off — but that’s actually a good sign. Here’s why sector rotation could bring fresh opportunities.
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The Market Always Overreacts
Markets almost always overreact — and knowing that can give you a serious edge. Here’s how Geof plays it calm while others panic.
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Weekly Wrap-Up: From Grid Strain to Gold Drains: What the Market’s Digesting
GDP dipped, copper spiked, and rumors swirled around BP. Geof breaks down the week’s market movers — and what’s next heading into the Fourth of July.
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Uranium’s Still Climbing — And It’s Not Just AI
Uranium’s breakout is no longer just about AI — heat waves, grid stress, and a negative GDP print are fueling a second wind.
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New Highs, Old Headlines
Nasdaq keeps ripping, but the Dow’s lagging. What that split says about the economy — and what to watch next.
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