It’s nice to be right
Editor-in-Chief, Stephen Ground reflects on calling the market right — and what it means for the next 90 days of tariff drama, Treasury power plays, and your May trading prep.
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Market’s feeling whipsawed… and so am I.
Geof Smith checks in with a quick update on the markets, his health, and what he’s watching for when trading resumes after the Easter weekend.
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Congress on vacation. China in control?
While headlines stay quiet, two global supply chains are unraveling beneath the surface—and there’s no one in Washington to stop it.
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2:00 AM in Charlotte
Stephen Ground reflects on a sleepless night and a brutal market selloff, unpacking what Trump’s new tariffs might mean — and how traders can respond right now.
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Energy Stocks Quietly Outperforming
Energy stocks are quietly leading in 2025 — even as oil lags and the S&P sinks. Here’s why that matters… plus, what to watch in a big week of economic reports.
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Tech Stocks on the Edge — Has the AI Trade Lost Its Steam?
Tech stocks are on shaky ground after tariffs and a 10% market correction. Will they recover, or is more downside ahead? Geof Smith breaks it all down. Read now.
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Market Radar: Tariffs, Inflation, and the Commodities Market in Focus
Markets are reacting to tariffs, inflation, and commodity shifts — but is this an overreaction or just the start? Catch Geof Smith’s take in today’s Market Radar.
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DeepSeek, TikTok, and the dawn of the Tech Cold War
China’s DeepSeek artificial intelligence bot is shaking up tech and markets, sparking questions about AI innovation, CCP influence, and a brewing tech cold war. What’s next for U.S. traders?
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Key Levels and Concentration in the S&P
The S&P 500’s three-day range sets the stage for January, but the concentration of power in the top 10 stocks is creating ripples. Here’s what traders should watch next.
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Tariffs in focus
Trump’s latest tariff threats stir debate on free trade and leverage. Stephen Ground explains how brinkmanship might shape these negotiations.
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Is the Gold Run Just Beginning?
Gold is up 30% in 2024, but could this be just the beginning? Global debt, economic uncertainty, and geopolitical tensions are creating a perfect storm for a longer gold rally.
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