By Graham Summers, MBA | Chief Market Strategist The Fed is in the political crosshairs. As I outlined previously, there is ample evidence that the Fed, particularly Fed Chair Jerome…
By Graham Summers, MBA | Chief Market Strategist As I keep emphasizing, the labor market is cracking. Yesterday, ADP released its employment numbers for June. And they were UGLY. According…
By Graham Summers, MBA | Chief Market Strategist In case you missed it, an undercover journalist sat down with Aurel Hizmo a principal economist from the Federal Reserve who personally writes speeches for…
By Graham Summers, MBA | Chief Market Strategist The Big Beautiful Bill is currently in the Senate where it is being debated. If it passes there, it will go back…
Canada just tapped out. Late last week, Canada announced that it would NOT cancel the proposed collection of a Digital Service Tax (DTS) on U.S. tech firms. In its simplest…
By Graham Summers, MBA | Chief Market Strategist Fed Chair Jerome Powell has no idea what he’s doing. I’m not saying this for dramatic effect. Powell’s ignorance of basic macroeconomics…
By Graham Summers, MBA | Chief Market Strategist Two days ago, I wrote an article titled “Are the Markets Signaling a Peace Dividend?” Fast forward to today, and something of…
By Graham Summers, MBA | Chief Market Strategist The U.S. struck Iranian nuclear facilities overnight on Sunday. As President Trump detailed in his Saturday night address, the U.S. “obliterated” three…
By Graham Summers, MBA | Chief Market Strategist Yesterday was a whirlwind of news (some fake) concerning the conflict between Israel and Iran. Among the announcements: At this point, trying…
As I keep emphasizing, the Artificial Intelligence (AI) revolution isn’t just about tech, it’s also about hard assets. As AI transitions to real world applications with physical AI (robotics, appliances,…
As we keep emphasizing, the AI revolution is nowhere near finished. If anything, AI solutions are now being integrated into new sectors (pharmaceuticals, medical device companies). As we noted last…
By Graham Summers, MBA | Chief Market Strategist Israel and the U.S. are seeking regime change in Iran. Initial reports of Israel’s attack on Iran indicated the former nation was…
The conflict between Israel and Iran is revealing some startling facts about the financial system. As Zerohedge noted in an excellent write up of recent developments, Iran struck Israel with…
By Graham Summers, MBA | Chief Market Strategist Israel bombed Iran last night. This is a complicated situation and frankly no one (not even the President of the United States,…
by Graham Summers, MBA | Chief Market Strategist Artificial Intelligence (AI) is going to ignite a boom in hard assets. As I’ve laid out in the last few articles, the…
By Graham Summers, MBA | Chief Market Strategist Mark Zuckerberg is getting frustrated. As I noted yesterday, Apple (AAPL) has dropped out of the AI race. This means that Microsoft/Open…
The breakdown of the relationship between Elon Musk and President Trump has raised many questions for investors. In case you’ve been living under a rock, the relationship between the world’s…
By Graham Summers, MBA | Chief Market Strategist Yesterday marked a major moment in the development of Artificial Intelligence (AI). In case you missed it, yesterday was Apple’s (AAPL) Worldwide…
LA is being engulfed in riots… again. Footage shows “protestors” storming ICE centers, destroying property, blocking traffic and worse. The media, as usual, is providing moral cover for these actions…
By Graham Summers, MBA | Chief Market Strategist Who had a bitter Trump/ Elon divorce on their bingo cards for 2025? In case you missed it, the relationship between the…
