In the Money

Tony discusses the current trade peace and the rise in US and Japanese bond yields. He then shares a trade idea for an AI-powered software company and looks back to a recent trade for a video communications company.

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It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping. As we await the slew of economic data points dropping next week, Tony views the possibility remains for a more bearish outlook in the near term. Tony shares a bearish idea in manufacturing and looks back at a prior trade in tech.

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Tony discusses how tariff developments have affected inflation and rate cuts. He shares a trade idea for an overlooked supplier to chipmakers. Then he looks back to a recent trade for an automotive and clean energy company.

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The market has bounced back from its April lows, but are investors getting complacent on the looming impacts of tariffs on supply chains and the economy? Tony discusses potential headwinds and a bearish trade idea in the leading American EV manufacturer. 

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Tony discusses easing trade tensions and rate-cut expectations. He then shares a trade idea for an undervalued tech stock and looks back to a recent trade for a leading social media company.  

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With a potential de-escalation in the trade war and signs of stability, Tony shares why this may be an opportunity to target high-value stocks beaten up by recent volatility—and talks through a trade idea with a major name in tech.

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Tony discusses tariff uncertainty and US Treasuries concerns. He then shares a bearish trade idea based on escalating risks.

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The current administration surprised many investors with a more aggressive than expected approach to tariffs. Tony shares why this new clarity on trade policy could trigger a rally in growth stocks and shares a trade to take advantage of that potential upside.

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Tony discusses the continued spending slowdown and risks of a further market pullback. He then shares a hedging strategy that looks back to a recent trade for an e-commerce company.

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The markets rallied after the Fed meeting closed yesterday with no rate hike and the potential for 50 bps in cuts this year. That being said, the Fed signaled the US economic outlook may be headed for a period of uncertainty due to a chaotic tariff policy and souring consumer sentiment. Tony highlights a bullish trade to take advantage of a squeeze on the global copper supply and shares an opportunity to roll a previous AI trade into a new one.

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