When the ref starts moving the goalposts…
Policy headlines jolted midday action. Geof Smith counsels readers: when officials nudge price, we cut size, cap risk, and let the close confirm before acting.
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Tag: trade policy
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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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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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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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Why last week’s bad GDP print might not be so bad
Geof Smith breaks down why last week’s negative GDP print might not be as bad as it seems — and what traders missed in the data.
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Market Radar: Gold’s Next Move, Copper’s Breakout Risk, and a Cattle Crisis You Probably Missed
Gold’s still strong, copper’s heating up, and a 75-year cattle shortage might keep pressure on inflation. Geof breaks it all down in this week’s Market Radar.
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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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The market’s on drugs… but here’s what matters
Markets are chasing rumors — but Geof Smith shares why gold’s cooldown is healthy, and why real trends still matter more than the latest headline.
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The lagging tariff effect
Even though tariffs haven’t taken effect yet, stocks like NKE and FDX are already feeling it. Stephen Ground explains the lagging impact traders should prepare for.
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Lutnick says “no recession”
Howard Lutnick says there’s “no chance” of a recession. Can Trump’s economic plan deliver — or is this wishful thinking? Stephen Ground breaks down both sides of the debate.
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