Archive | Market Briefing

Smashing records

'All news is good news', Gold smashes through $3,900/oz, bond traders dare to go longer, Trump considers $10B bailout for farmers, and Bitcoin hits all-time high above $125,000...

Market Briefing

Oct 3, 2025

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10 min read

Will 'eat' finance?

Tesla's record sales send its stock tumbling, Robinhood CEO says tokenization will ‘eat’ finance, Trump eyes firing thousands of Federal workers, Tom Lee sees S&P topping 7,000 by year-end, and Disney’s image tanks after Kimmel controversy...

Market Briefing

Oct 2, 2025

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11 min read

Markets shrug

Government shutdown updates here, unpleasant news appears to be making investors cheery, prediction markets see shutdown lasting nearly two weeks, gold rallies to record high, and Musk becomes first person to hit $500B net worth...

Market Briefing

Oct 1, 2025

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11 min read

Traders guide

A traders guide to markets in a shutdown, Amazon overhauls devices to take on Apple, Trump and Pfizer announce deal, Alphabet fuels biggest quarterly jump since 2005, and silver nears record in hockey stick rally...

Market Briefing

Sep 30, 2025

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11 min read

Largest on record

US gold reserves hit a record $1 trillion, EA’s $55B sale is largest leveraged buyout on record, Trump threatens fresh tariffs on furniture and movies, First Brands files for bankruptcy, and what to expect if the government shuts down...

Market Briefing

Sep 29, 2025

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10 min read

New normal

Trump meets with congressional leaders ahead of shutdown, AI stocks poised to replace the Mag 7, high stock valuations could represent a 'new normal', AI growth to spark serious jobs issue for Fed, and Nvidia seen as key AI beneficiary...

Market Briefing

Sep 26, 2025

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11 min read

Done deal

Trump signs TikTok order with $14B valuation, we’re in an AI ‘super cycle’ that could last 20 years, Fed divide deepens, US economy grows at fastest pace in nearly two years, and Trump slaps new tariffs on imported drugs, trucks, and household furnishings...

Market Briefing

Sep 25, 2025

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11 min read

Comeback bid

Intel seeks investment from Apple in comeback bid, day trading is about to get a lot easier, Trump will sign TikTok deal on Thursday, Oracle raises $18 billion, and Microsoft partners with OpenAI rival Anthropic...

Market Briefing

Sep 24, 2025

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10 min read

$500B AI deal just accelerated

Powell: stock prices appear ‘fairly highly valued’, OpenAI/Oracle and SoftBank plan 5 AI data centers, Micron earnings blow past Wall Street expectations, Trump eyeing stake in Lithium Americas, and stocks may surge another 20% before historic crash, says 'black swan' fund Universa...

Market Briefing

Sep 23, 2025

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11 min read

'Biggest AI project in history'

Nvidia to invest $100 billion in OpenAI, Tesla hits 2025 high, Buffett dumps China's BYD, Better Home doubles after being called ‘Shopify of mortgages’, Disney says Kimmel will return tonight...

Market Briefing

Sep 22, 2025

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10 min read

2021-style rally

Trump’s $100K H-1B Visa change sparks chaos, Fed fuels 2021-style risk rally, Murdochs will also have role in new TikTok deal, Elliott builds a position in Workday, and Musk and Trump shake hands months after rift...

Market Briefing

Sep 19, 2025

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10 min read

Bull market ahead

Intel soars after Nvidia makes $5 Billion investment, strategists predict bull market path after rate cut, Powell warns: 'There are no risk-free paths now', jobless claims drop by most in almost four years, and Trump threatens licenses of TV stations...

Market Briefing

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