Afleveringen
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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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Options Disclosure Document
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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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Options Disclosure Document
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Zijn er afleveringen die ontbreken?
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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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Options Disclosure Document
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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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Options Disclosure Document