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The world needs more electricity: Global electricity demand is projected to surge by 30% by 2035. Data centers are expected to contribute 3.5% to total demand, up from 1.5%. Meanwhile, renewable energy will account for 55% of total electricity supply over the next decade.
$DXY Probably the most important chart for 2026 trends. A breakdown or a rebound and continuation in the uptrend channel? Is this similar to 2011, 2021 lows?
Stagflation on its way?
It can be tricky for investors.
What should you focus on?
- Diversifying across asset classes
- Using protective strategies
- Building resilient portfolios that thrive in all conditions
This round of the US-China trade war is over.
The 100% tariff on China is NO LONGER going "live."
Trump is lowering his fentanyl tariff on China from 20% to 10%, and the overall tariff rate on China is down from 57% to 47%
The US and China have reached a 1-year "rare earths deal
By earnings from Meta, Microsoft, and Alphabet with mixed price reactions.
But, these companies are EACH set to invest over $100 BILLION in CapEx over the next year.
The AI Revolution is in full swing.
The Fed has cut interest rates again, but signaled that the path forward is far from certain. It is clear that the Fed is deeply divided, but as long as the labor market continues to weaken, the Fed MUST cut rates. On top of this, the Fed is ending QT on December 1st。
BREAKING: Nvidia stock, $NVDA, rises after President Trump says he is meeting Jensen Huang tomorrow.
Trump says he wants to "congratulate" Jensen Huang.
Since 1926, all net wealth in the U.S. stock market has been generated by just 3.44% of companies. This highlights the extreme concentration of stock market returns among the best-performing companies. Market wealth is heavily skewed toward a very small number of companies.
INTC drops below 41 right at the open, opens high and closes low, really hilarious
Can continue selling the 42 call, after all, the previous high is the resistance level
Excerpted from "The Geodesic Equation of US Stocks"