by adrian tout | Apr 8, 2025 | Interest Rates / Bonds, Risk, S&P500, Tariffs, Trade War, US 10-Year Yield
Words: 1,215 Time: 6 Minutes Bond yields are surging – so who is dumping US debt? Are we closer to making a market bottom? There are some good signs I feel more confident buying quality today vs three months ago Markets are wrapped around the axle on...
by adrian tout | Apr 6, 2025 | Asset Allocation, S&P500, Tariffs, Valuations, VIX
Words: 1,165 Time: 6 Minutes VIX hits 45…. Buying “Peak Fear” Valuations more attractive – but more to go Why we could see 4700 on the Index It’s official…. The stock market is now ‘on sale’. For those who resisted...
by adrian tout | Apr 3, 2025 | Magnificent Seven, QQQ, Risk, S&P500, Tariffs
Words: 1,724 Time: 8 Minutes Trump content pushing the US economy into recession Largest day of selling since 2020 — unlikely finished yet S&P 500 and QQQ buy zones to watch From the moment Trump announced his blanket 10% tariffs in addition to so-called...
by adrian tout | Mar 29, 2025 | Asset Allocation, GOOG, Risk, S&P500, Valuations
Words: 1,388 Time: 6 Minutes Uncertainty at its highest levels since late 2020 Confidence falling as tariff (and inflation) fears mount One Mag 7 stock I added (back to) this week It doesn’t take much these days to knock investors off balance. This week it was...
by adrian tout | Mar 25, 2025 | Fed Reserve, Inflation, Real GDP, Real PCE
Words: 969 Time: 4 Minutes CPI, PPI and Shelter costs are falling Growth risks mount however banks are very well capitalized Focus on changing trends with consumer expenditures Some people are concerned about mounting inflationary risks. For example, it was only last...
