Category Archive: Finance
From Cocoa To Gold: The S&P GSCI’s Top Performers In 2024 And Seasonal Trends In 2025
Following the close of 2024, the S&P GSCI continued its strong performance into the new year, ending January 2025 up 3.3%. As we move deeper into Q1, we dig into the reasons behind the S&P GSCI’s leaders and laggards in 2024 and the seasonality inherent to commodity futures performance. In 2024, the top three performers were cocoa, […]
Tariffs On Canada And Mexico; Impact?
Image source: Pixabay Impact around uncertainty of Trump tariffs on Canada and Mexico on market and economy.Video Length: 00:17:23More By This Author:DeepSeek And DARP Update Zero Days To Expiration Options Abandon The 60/40 Stocks & Bonds
Canadian Dollar Hits Two-Decade Low As Markets Reel From Tariffs
Photo by Michelle Spollen on Unsplash The Canadian Dollar (CAD) plummeted to its lowest bids against the US Dollar (USD) in 21 years at the outset of the trading week after the US and Canada went tit-for-tat on trade tariffs that will pulverize key aspects of both economies. Overall market sentiment recovered ground after Mexico was able to negotiate a […]
Manufacturing Sector Hits A 28 Month High In January
Institute of Supply Management (ISM) Purchasing Managers Index (PMI) for the Manufacturing sector came in at 50.9 for January. Well above the streets expectation of 49.3.The last time we had a reading this high was September 2022 (28 months ago), and the first month in expansion territory (above 50 -orange line- is expansionary) over the […]
Palantir Earns ‘GameStop With A Brain’ Tag Ahead Of Q4 Report
Image Source: Unsplash Palantir Technologies Inc (Nasdaq: PLTR) is slated to report its earnings for the fourth quarter on February 3rd after the bell.The AI-enabled data analytics company is expected to see its revenue pop another 27% on a year-over-year basis while the adjusted earnings are projected to hit 11 cents a share – up 37%.Ahead of […]
Can Biotech Stocks Survive The Precarious Macro?
Image Source: Unsplash Biotech Stocks Were Rallying Until the Russell Got Hit with Tariff Actiions We were having a nice rally in January 2025 until the reality of tariffs hit on Friday which killed the momentum developing off the mid-January lows. OK I’m stickin’ with my beat covering only life science markets and we’ll see if […]
AMD: A Strong Contender In The AI Boom, But Is It A Buy?
Image Source: Unsplash Unless you’ve been living under a rock, you’ve heard about the rise of machine learning and artificial intelligence (ML/AI) as transformative computing tools.It took off with OpenAI’s release of ChatGPT in 2022. In just two and a half years, we’ve seen an explosion of powerful general-purpose chatbots from Meta, Google, Anthropic, and others, […]
Despite Bitcoin Crash, Bitwise Predicts ‘Violent’ Surge Amid Trump’s Tariffs
Image Source: Unsplash The Bitcoin price sank by more than 13.5% over the weekend, dropping as low as $91,201 on Binance. The sell-off followed US President Donald Trump’s announcement of new trade tariffs. The administration levied a 25% tariff on most imports from Canada and Mexico, added a 10% tax on Chinese goods, and imposed a […]
Communications Have More To Say
Image Source: Pexels Some moments in time pack more activity into a single week than in years past—and I believe we are living in one of those moments.Markets act as a discounting mechanism; in other words, they continuously bring future expectations into today’s pricing.Today’s headline risks are as elevated as they have been in recent memory. […]
Constellation Brands Downgraded Amid U.S.-Canada Trade Dispute
Image courtesy of 123rf.com In a significant move reflecting the escalating trade tensions between Canada and the United States, the Liquor Control Board of Ontario has announced it will remove American alcohol products from its shelves starting Tuesday. This decision follows U.S. President Donald Trump’s imposition of a 25% tariff on Canadian imports, prompting a retaliatory response […]
