by adrian tout | Feb 15, 2025 | Employment, Monetary policy, Real PCE, Tariffs, Uncategorized, US 10-Year Yield
Words: 1,251; Time: 7 Minutes Why I think growth could stall in the month’s ahead Trump’s ‘anti-growth’ policies offsetting tax cuts and deregulation Real PCE quarterly change (YoY) will warn of a slowdown Earlier this week I talked about the...
by adrian tout | Feb 11, 2025 | Asset Allocation, China, S&P500, Uncategorized
Words: 692; Time: 4 Minutes Uncertainty comes from not knowing the rules China’s symbolic tariff tit-for-tat Three signs the market is starting to hedge its bets As an investor – it’s very important to know the rules. For example, if the rules are...
by adrian tout | Feb 7, 2025 | Commodities, Currencies, Inflation, Interest Rates / Bonds, US 10-Year Yield
Words: 1,669 Time: 7 Minutes How will Scott Bessent get the 10-year yield lower? DOGE is arguably the centerpiece – despite its controversy Inflation expectations rise sharply on tariffs The new US Treasury Secretary – Scott Bessent – is focused on...
by adrian tout | Feb 5, 2025 | AI, Big Tech, Generative AI, NVDA, Valuations
Words: 1,745 Time: 7 Minutes Time for a name change! DeepSeek is forcing investors to ask important questions More users may not translate to more value with AI You may have noticed something new… Tradethetape has officially changed to adriantout.com Why the...
by adrian tout | Jan 31, 2025 | AI, Big Tech, Discounted Cash Flow, Generative AI, MSFT, NVDA
Words: 1,546 Time: 6 Minutes Nvidia plunges 17% – time to buy? Microsoft disappoints – as investors challenge its returns on AI S&P 500 hits stall speed… Since the release of ChatGPT in November 2022 – the market has been salivating over...
