Bulls, Bears & BS

The S&P 500 and NASDAQ both have hit new all-time highs. 

This is extraordinary considering that both indices were down ~20% in early April. What has driven this rapid move and where do stocks go from here?

This week, our host Graham Summers, MBA, answers both questions, breaking down the current macroeconomic environment, the Trump administration's pivot from austerity to fiscal insanity, as well as the red flags he sees warning that a pullback is imminent.

If you are looking to put capital to work in the markets, you NEED to hear this.

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What is really happening in the Middle East today? What is the basis of the conflict between Israel and Iran? What are the implications for the balance of power between the U.S., China and Russia? How is this likely to play out? And is there indeed the potential for World War III?

To answer these questions, this week we have a special guest, Dr. Paul  Lushenko. 

Dr. Lushenko is Professorial Lecturer at the Elliott School of International Affairs at The George Washington University. He's also an Assistant Professor at the U.S. Army War College. He brings an expert understanding of geopolitics, warfare, and strategy to the conversation. And we're honored to have him speak with us on the situation in the Middle East.

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This was a week of trillion dollar phone calls: one that happened and one that didn't.

The trillion dollar phone call that did take place was between President Trump of the United States and President Xi Jinping of China. That phone call occurred Thursday and concerned global trade, China's exporting of rare earth minerals, and U.S. accusations that China had violated the initial trade deal announced between the two nations on May 12, 2025. 

The trillion dollar phone call that didn't take place was between President Trump and former advisor and close confidant Elon Musk. The two men had a very dramatic falling out this week over the President's Big Beautiful Bill, with things getting EXTREMELY ugly: at one point shares in Musk's company Tesla (TSLA) collapsed over 15% in a single day to which Musk responded by suggesting the President should be impeached and the U.S. form a new political party that actually supports the will of the people. 

Musk has since stated he'd like to talk with the President, but the latter isn't interested. And so that particular trillion dollar phone call has yet to happen.

This week our host Graham Summers, MBA delves into these developments in detail, expanding on the impact they will have on both the economy and the stock market. Graham also notes some major developments in the financial system that give us clues as to where the big opportunities lie going forward. Put simply, this week was not just about trade and Tesla, but much BIGGER things developing that  investors need to know! And Graham breaks it all down as only he can do.

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The Trump administration reignited the trade war this week, first with Europe and then with China. Despite all this drama, stocks actually ended the week UP. More incredibly, the S&P 500 had its best return for the month of May since 1990!

What's going on here? Are stocks no longer taking President Trump seriously... or have they figured out that the FISCAL situation, not trade is what's driving the economy?

This week, our host Graham Summers, MBA delves into what's really happening behind closed doors at the White House, revealing a striking pivot in policy from the Trump administration. And this pivot is going to have a tectonic effect on the financial system specifically stocks.

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Things are getting hairy in the debt markets.

The credit rating agency Moody's downgraded the U.S. due to concerns about the latter's debt levels: the U.S. has a Debt to GDP ratio of 120% and is running a fiscal deficit equal to 6% of GDP. Moreover, the "Big Beautiful Bill" making its way through Congress is expected to GROW the deficit and increase the U.S.'s overall debt levels substantially in the coming years.

This week, our host Graham Summers, MBA delves into these issues as well as some of the red flags he's seeing in the bond markets. A world-renowned expert on central bank policy, Graham breaks down the potential for a debt crisis to hit the U.S. in the coming months as well as what this would mean for bonds, stocks, crypto and precious metals.

If you're currently invested in any of these assets, you need to hear this!

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The U.S. and China unveiled a preliminary trade deal on Monday unleashing RABID buying in the stock market. Is this trade deal and subsequent stock market rally legit... or is this all just a headline driven bunch of BS and stocks are about to roll over and crash again?

This week, our host Graham Summers, MBA delves into the details of the trade deal, what they mean for the two countries, and whether or not the lows are in for stocks. Graham also dives into the macro data in the U.S., specifically what consumer spending and inflation are telling us about the true state of the economy.

Finally, Graham breaks down the recent price action in stocks, what the next money making move will be, and where gold and bitcoin are headed.If you're looking to make money from the markets, you NEED to hear this!

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Stocks have rallied hard from the April 8th lows with the S&P 500 recouping half of its trade war decline on announcements that China and the U.S. will be meeting in Switzerland to begin negotiations of a trade deal.

So... is the trade war over... or is this just a temporary cease fire?

This week our host Graham Summers, MBA details how the trade war has played out thus far, beginning with Liberation Day, the subsequent stock market meltdown, the bond market calling the Trump administration's "bluff" and China's recent pivot, opening the door to trade negotiations between the People's Republic and the U.S. which will begin this weekend.

Graham also outlines the implications for risk assets, specifically stocks: where the markets will go from here and what the trade war means for earnings, inflation and future returns.

You won't want to miss it!

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Stocks have been taking it on the chin with many individual companies down over 20% from their recent highs. Is this the start of a bear market, or is this a garden variety market correction?

This week, our host, Graham Summers, MBA delves into the market action, outlining several of the tools he's using to show our clients where to buy and when the next bull run will begin. If you've got money in the markets, you need to check this out!

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Stocks took it on the chin on Monday. The official narrative is that a Chinese firm, DeepSeek revolutionized the AI market by creating a highly effective version of AI for just a fraction of the cost.

But is this reality... or just another financial media narrative crafted to explain something else?

This week Chief Market Strategist Graham Summers, MBA delves into the DeepSeek phenomenon, as well as the macro picture for stocks (inflation, GDP growth, and the potential for a recession).

If you're worried about what's happening in tech stocks, this is where you'll get your answers!

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The overall indices are only down single digits... but market internals have seen a bloodbath with nine out of 11 S&P 500 sectors breaking down in December 2024.

Is this the signal that THE top is in for stocks?

This week our host, Graham Summers, MBA performs a deep dive into the market's dynamics presenting the evidence for what's to unfold for stocks in the near-term and later in 2025. If you've got capital in the markets, you won't want to miss this!

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