Politics are steering the market — again
China rhetoric, shutdown chess, Powell sound bites — price chopped on headlines. Geof Smith tells us: cut size, cap risk, and let the close confirm before pressing any view.
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Tag: countries – China
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Weekly Wrap-Up: Shutdown delays data, China jitters hit markets, and earnings loom
Shutdown-delayed data and a China shock rattled markets. Metals eased while copper held up; uranium names were steady. Banks kick off earnings next week. Geof Smith fills us in.
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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 U.S. Just Turned Chinese — On Purpose
The U.S. just borrowed a page from China’s playbook — and that could change the investing landscape entirely.
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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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Market Radar: Oil’s Climb, Iran’s Threats, and What Markets Are Missing
Crude oil is spiking as Iran tensions rise. Geof unpacks what’s driving markets — plus inflation, rare earth deals, and a surprising silver breakout.
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Market Radar: Amazon’s Energy Shift, Iran’s Uranium Standoff & the Pork Price Pop
Amazon eyes nuclear power, pork prices are rising, and Iran’s back in the news — Geof explains how these stories connect and what they mean for the markets.
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What China Just Gave Away (and What They’re Holding Back)
Markets are watching China after a rare earth giveaway — and rising energy demand has folks scrambling for backup power. Here’s what Geof’s watching this week.
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The Rational Trader: Trump’s Tweets Make for Treacherous Trading
JD explains how he traded around this morning’s Trump–China headlines, booked 60 basis points in IWM, and got out before the tweetstorm made things ugly.
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Markets Are Jittery — and With Good Reason
Yields are spiking, the dollar’s dropping, and gold is catching a bid. Geof breaks down what’s behind today’s volatility — and why the market’s so on edge.
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The deal to end all deals
Markets rallied after a massive U.S.–China trade deal slashed tariffs. Editor-in-Chief, Stephen Ground breaks down why this could reshape the economy — and what might come next.
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Never say never
An American Pope, tariff chatter, and stalled markets — Stephen Ground reflects on surprising news and the market’s stubborn resilience in the face of it all.
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