Archive

Markets near record highs — but beneath the surface, turbulence is building

Markets near record highs — but beneath the surface, turbulence is building

Earnings beat, banks stumble, trade tensions simmer, and the Fed prepares its next move. Here's what you need to know this week.

Logan Weaver
Logan Weaver
Trade War Escalation Triggers Worst Selloff Since April – What Investors Need to Know

Trade War Escalation Triggers Worst Selloff Since April – What Investors Need to Know

Trump's new China tariffs erased $2 trillion in market value in a single day. Here's how to navigate heightened volatility as geopolitical tensions reshape the investment landscape.

Logan Weaver
Logan Weaver
Beyond the Usual Suspects: Trade Whiplash, AI Power Hunger, Tight Credit, and a Copper Feint

Beyond the Usual Suspects: Trade Whiplash, AI Power Hunger, Tight Credit, and a Copper Feint

Tariffs, compute demand, and credit complacency—not inflation—are setting the tone. Here’s what investors need to watch beneath the surface.

Logan Weaver
Logan Weaver
Beyond Rates: AI Infrastructure, New Rules, Commodity Power Plays & the Grid Bottleneck

Beyond Rates: AI Infrastructure, New Rules, Commodity Power Plays & the Grid Bottleneck

A different set of forces is quietly steering markets—AI build-out economics, transformer shortages, China’s commodity leverage, ESG’s reset, and shifting global flows.

Logan Weaver
Logan Weaver
When Softness Meets Surprise: Labor, Inflation & A Fed at the Crossroads

When Softness Meets Surprise: Labor, Inflation & A Fed at the Crossroads

This week’s data reveals a U.S. economy that’s simultaneously cooling and surprising. With labor weakening, inflation sticking, and policy risks rising, the choices for investors are growing narrower. Let’s map where we are—and where we might be headed.

Logan Weaver
Logan Weaver
Markets on Edge: Inflation Slips, Housing Wobbles, Central Banks Prepare to Pivot

Markets on Edge: Inflation Slips, Housing Wobbles, Central Banks Prepare to Pivot

Central banks face growing pressure as inflation cools and housing weakens. This week, we unpack the macro shifts shaping markets and explore how investors might position.

Logan Weaver
Logan Weaver
Rate-Cut Hopes vs. Growth Reality: What This Week’s Data Really Says

Rate-Cut Hopes vs. Growth Reality: What This Week’s Data Really Says

Job growth got a historic downgrade, gold made fresh records, and oil wobbled as the market leans into a Fed cut—here’s how to read it without oversteering.

Logan Weaver
Logan Weaver
September Storms or September Surprise? Markets Face a Crossroads

September Storms or September Surprise? Markets Face a Crossroads

Jobs are slowing, the Fed is pivoting, gold is surging, and AI earnings are stealing the spotlight. Here’s what you need to know this week.

Logan Weaver
Logan Weaver
AI Meets Uncertainty: Markets on Edge After Nvidia and Fed Turmoil

AI Meets Uncertainty: Markets on Edge After Nvidia and Fed Turmoil

This week’s market recap: Nvidia’s AI showdown, political risk at the Fed, tariffs flare with India, and why investors are rotating between tech and gold.

Logan Weaver
Logan Weaver
Markets Wait on Powell: Solar Surge, Tech Jitters, and the Fed’s Big Stage

Markets Wait on Powell: Solar Surge, Tech Jitters, and the Fed’s Big Stage

This week, stocks treaded water ahead of Jackson Hole. Solar soared, Meta stumbled, and investors braced for Powell’s words. Here’s what it all means—and how to think about positioning.

Logan Weaver
Logan Weaver
CPI Crossroads, Tariff Shocks & What’s Next—With a Smart Mega-Cap Option

CPI Crossroads, Tariff Shocks & What’s Next—With a Smart Mega-Cap Option

This week’s CPI surprise, rising core inflation, trade turbulence—and how SP10 offers clarity when uncertainty reigns.

Logan Weaver
Logan Weaver
Tech Rebounds, Fed Wobbles, Tariffs Bite—Markets Are Shifting Fast

Tech Rebounds, Fed Wobbles, Tariffs Bite—Markets Are Shifting Fast

AI-led rallies, Fed drama, and new global tariffs—all in one week. Here’s how to navigate it.

Logan Weaver
Logan Weaver
FirstBack
12345
Next Last