Tuesday Target | 35/53
Tuesday Target | 35/53
Power Plays and Market Ploys
Pivot! Doves in the Dark
Fed Chairman Jerome Powell's performance at Jackson Hole could be described as humble bravado, claiming victory over inflation while leaving the labor market intact. But is he jumping the gun? Rising unemployment and the lingering effects of tight monetary policy suggest that the party may not be over. Powell's celebration may be premature-especially as real-world cracks, such as Sahm's Rule triggering and future economic slowdowns, seem imminent. Vintage Fed: projecting success as another storm is approaching.
Global Power Games
Global politics are as restless as ever, with major disruptions casting long shadows over trade, energy, and economic stability. Between tariffs, wars, and mercantilist behavior (China?), we're teetering on the edge of a new geopolitical shift. Trump's potential return suggests a collision course of isolationist policies, wage hikes, and inflation spikes. And let's not ignore the simmering unrest as the powerless continue to be crushed by asset price inflation. When the leaders play, it's the little guys who pay.
Nvidia's $300 Billion Swing
In the markets, fearlessness is foolhardy. Hedge funds are diving headfirst back into tech plays, especially Nvidia, which has become the golden child of the AI race. But caution flags are flying: volatility could spike if Nvidia's earnings don't meet sky-high expectations. The company's valuation is juicy, and any misstep could send shockwaves. For investors, Nvidia's results on Wednesday are the closest thing to a canary in the coal mine for how the market views AI hype versus reality.
Become Rich Overnight with Options? Yeah Right…
TUESDAY TARGET: While everyone is focused on Big Tech, you can read in the Subscriber Chat how we pushed the Russell to 35% in five weeks. Because why not.
All articles are purely educational; they are not tailored to any particular individual or portfolio and do not constitute investment advice. Let us know if you are interested in implementing any of our ideas. We can help or point you in the right direction.