weekly review
▪️ Michael Burry Just Compared This Tape to March 2000. CPI Drops Tomorrow.
The "Big Short" investor warned this week the AI rally resembles the final stages of the dot-com bubble. Tomorrow's CPI print is the next stress test.
Susan Price
weekly review
▪️ Nvidia and Alphabet Now $300B Apart. Friday Could Decide the Throne.
Powell's last hand-off comes May 15. Friday's payrolls and the CPI print on the 12th set the tone for what Warsh inherits.
weekly review
▪️ Trump Just Ordered the Navy to Shoot Mine-Layers in the Strait of Hormuz
Stocks hit new highs while the war in the Strait quietly intensified. The Fed meeting now sits at the center of everything.
weekly review
▪️ Markets Are Partying Like the War Is Over. The Smart Money Is Not Buying It
Everyone celebrated three straight records last week. Gold quietly gained every single week.
weekly review
▪️ Vance Came Home Empty-Handed and Now the Navy Is in the Strait
Peace talks collapsed in Islamabad over the weekend. Oil is spiking. Gold held every dollar it gained. Here is what happened.
weekly review
▪️ Wall Street Snapped Five Weeks of Losses While Gold Touched $4,800
The S&P 500 posted its first winning week since the war began, but Trump's address promised two more weeks of strikes.
weekly review
▪️ Five Straight Weeks of Losses Proved What Actually Holds Weight
The Fed held rates, Iran rejected peace, and oil topped $112, but gold tested its floor and came back stronger.
weekly review
▪️ The Fed Held Rates, but the Pressure Kept Rising
This week was about one thing: the system is getting more expensive to run.
weekly review
▪️ Oil Took Control
A hotter oil market, weaker confidence, and fresh cracks in credit changed the frame.
weekly review
▪️ America Just Got a Stagflation Warning
The jobs number, the oil price, and the tariff wall landed together. That combination has a name.
weekly review
▪️ Gold Breaks On War
Gold punched through $5,300 as US–Iran tensions spiked and Nvidia’s AI boom met market fatigue.
weekly review
▪️ Trump Tariffs, Fed Split
A court ruling rewired trade policy, and bullion stayed rigid.