Archive | Market Briefing

Bulls hard to scare

Investors react to Trump's 30% tariffs on EU and Mexico, battle-hardened Wall St bulls are proving hard to scare, Tim Cook spared by board—likely to be Chairman soon, Bitcoin tops $120K for the first time, and Nvidia CEO to hold media briefing in Beijing on July 16...

Market Briefing

Jul 11, 2025

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9 min read

Breaking records

Trump announces 35% tariffs on Canada, Bitcoin sets another record high for a second straight day, Jensen Huang meets with Trump, Media moguls land in Sun Valley, and Xi signals China may finally tackle price wars...

Market Briefing

Jul 10, 2025

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10 min read

Nvidia crowned

Trump: 50% tariff on copper will begin Aug. 1, Trump sends more letters dictating high tariff rates, Nvidia becomes first company to hit $4 trillion market cap, Linda Yaccarino steps down as CEO of X, and what happened to Tesla’s annual shareholders meeting?

Market Briefing

Jul 9, 2025

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10 min read

Trump saves Christmas

Trump saves Christmas, Apple loses its COO, copper prices hit record high, Bezos unloads millions in Amazon stock, and the latest MAGA index fund is here...

Market Briefing

Jul 8, 2025

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10 min read

Meta picks off Apple

Trump announces steep tariffs on 14 countries, China threatens supply chain retaliation, Apple loses top AI exec to Meta’s hiring spree, family offices bet on biotech, and Strategy posts $14 billion unrealized gain in second quarter...

Market Briefing

Jul 7, 2025

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10 min read

Deals on deck

Trump plays three-card trick on trade, Bessent: several trade deals to be announced next few days, tax changes under the ‘big beautiful bill’ in one chart, the dollar is on track for its worst year in modern history, and Musk declares ‘America Party’ formed after Trump’s bill passes...

Market Briefing

Jul 3, 2025

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10 min read

SVB 2.0

Stocks hit another record, Trump announces US-Vietnam trade deal, gas prices hits lowest level in years, Michael Saylor says ‘You’ll wish you’d bought more’ Bitcoin, and Peter Thiel and Palmer Luckey launch bank to fill SVB's gap...

Market Briefing

Jul 2, 2025

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10 min read

Theater of Economics

Trump lobs new threats at Musk, Powell says tariff hit to consumers coming this summer, Senate passes Trump's bill - sends to House for final vote, Lululemon sues Costco, and Michael Saylor’s Strategy to join Wall Street elite with $14 billion windfall...

Market Briefing

Jul 1, 2025

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10 min read

Meta on fire

Trump’s tax/spending bill amplifies debt fears, Meta shares hit all-time high, Trump writes Powell a letter urging lower rates, Apple’s major AI reversal, and Robinhood launches tokens allowing EU users to trade in US stocks...

Market Briefing

Jun 30, 2025

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9 min read

"No trade deals"

S&P closes at record high, world powers scramble to secure US trade deals, Canada axes digital services tax to advance trade talks, Nvidia insiders dump more than $1 billion in stock, and Trump says group of ‘very wealthy people’ are ready to buy TikTok...

Market Briefing

Jun 27, 2025

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10 min read

Bulls smell blood

Bulls drive S&P 500 to brink of record high, Treasury deal kills ‘Revenge Tax’, the US economy was worse than estimated in first quarter, no love for the dollar as it falls to 3-yr low, and Nike shares surge on turnaround hopes...

Market Briefing

Jun 26, 2025

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10 min read

On the verge

Trump says US and Iran will talk next week, Nvidia hits record high as analyst predicts AI 'Golden Wave', Shell denies report of BP merger, Trump gets 'golden share' power in US Steel buyout, and the stock market is on the verge of an all-time record...

Market Briefing

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