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Trading Desk: Companies Play Peekaboo On Trade Policy
The ongoing discussion surrounding tariffs is creating a sense of uncertainty for many companies. As businesses report their earnings, the topic of tariffs has become
Trading Desk: Amazon’s AI Bet
Amazon’s recent Q4 earnings report paints a picture of a company doubling down on its AI ambitions, even as it faces some headwinds. While the
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Trading Desk: Calling The Angles In A Range Bound Market
A lot of digital ink has been spilled and endless TV hours spent fretting about why the Dow industrials dropped so hard this month. Suddenly the old average gets a bounce and all that chatter is wasted. I knew the explanation would be simple and
Trading Desk: The Victory Lap
Sometimes you need to keep listening to the long-term signals when everyone else is obsessed with noise. That’s what we did with a “little” software company Palantir (PLTR) a few years ago . . . and now the hosts on Fox business shows are holding
Trading Desk: The Dow’s Deep Dive
The Dow Jones Industrial Average (DJIA), a bellwether of the U.S. stock market, has plunged into a significant downturn, marking its longest daily losing streak since 1974. This prolonged slump has sent ripples of concern and uncertainty throughout the financial world, prompting investors and analysts
Trading Desk: Navigating The Fed’s Latest Mood
Jerome Powell’s press conference last week offered a wealth of information for investors looking to understand the Federal Reserve’s current stance and future direction. It’s more than the rate cut, which was expected and even a little less generous than some hoped. However, the Fed
Trading Desk: How NVIDIA’s CEO Avoided Billions In Taxes
The New York Times recently revealed how Nvidia CEO Jensen Huang, the 10th-richest person in the United States, is poised to avoid an estimated $8 billion in estate taxes. This revelation has brought to light the legal loopholes and tax avoidance strategies employed by the
Trading Desk: Planet Wall Stret
The world’s financial landscape is undergoing a dramatic transformation — with the United States emerging as an undisputed behemoth. Ruchir Sharma, chair of Rockefeller International, recently sent shockwaves through the investment community with a single stark warning: The US stock market has become the “mother