Latest Insights
Trading Desk: Why Wall Street Can’t Get Enough Gold
Wall Street is abuzz about gold — and for good reason! The precious metal has been on a tear, hitting new record highs. Gold futures
Trading Desk: Inflation Inevitable Or Self-Fulfilling Prophecy?
Fed President Austan Goolsbee has thrown up a major red flag — and it’s something we all need to pay attention to. Though inflation has
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
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 a recurring theme, with many executives acknowledging the potential impact on their bottom lines. However, a significant number of these
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 company beat earnings estimates, its lighter-than-expected guidance and a hint of continued heavy investment in AI infrastructure sent ripples through
Trading Desk: Fed Holds Steady, Markets Shrug, Political Winds Blow
The Federal Reserve decided to hold interest rates steady at their recent meeting, pausing a series of cuts that began last September. This decision, while widely anticipated by market analysts, sets the stage for an interesting year in monetary policy, especially given the political climate.
Trading Desk: Tesla’s Wild Ride
Tesla’s latest earnings report paints a mixed picture, to say the least. While the company missed analyst expectations on both revenue and earnings per share, its stock price rallied, leaving market observers scratching their heads. This apparent disconnect between financial performance and market reaction highlights
Trading Desk: AI Excitement Faces Reality Check
Big Tech is gearing up for a crucial earnings season, with stock prices soaring and valuations stretched. However, this time, profit growth is projected to hit its slowest pace in nearly two years. Despite a strong start to the year, fueled by optimism around AI
Trading Desk: Vanguard Sees Inflation Getting In The Traditional Portfolio’s Way
Vanguard’s recent asset-allocation paper raises shocking questions about whether U.S. stocks, specifically the S&P 500, deserve to dominate retirement portfolios. Given that foreigners are chasing U.S. stocks, historically a bad sign, and that Vanguard believes bonds will likely outperform stocks in the next decade, these