Opinions

Let’s dig into what degree the US president could influence the Federal Reserve and future rate decisions… Presidential pressure isn’t likely to accelerate Fed rate cuts. For example, Powell was never responsive to Trump’s public statements, even during his first administration, and that isn’t likely to change. The Fed operates with longer-term macroeconomic goals in […]

In an economy where policy can shift overnight and job security feels increasingly fragile, passive income isn’t just a financial buzzword – it can be a survival strategy. This is especially true in a Trump-led economy, where deregulation, tax breaks for asset holders, and volatile market swings create both risk and opportunity. We explore why […]

Curious whether AI stocks in 2025 are still worth the hype? Let’s break down performance trends, top picks, and practical tips for investors looking to make informed decisions. How Are AI Stocks Performing In 2025? AI stocks are delivering real gains in 2025, but they’re walking a tightrope between innovation and overvaluation. The fundamentals support […]

Druckenmiller follows a top-down, macro-driven, and opportunistic strategy. It uses big-picture macro calls, then zeroes in on bottom-up stock selection. He and his team identify secular trends and dislocations (like in healthcare, semiconductors, energy), then construct concentrated, asymmetric bets across sectors. Historically, they also use leverage, hedges, and derivatives, though these aren’t visible in the […]

We have seen a rebound in inflows into U.S. long tenor government bonds in May after a selloff in the previous month. Let’s find out why and consider what could happen in the coming months. What’s Driving The Rebound Into Duration? Dovish Fed signals – Multiple Fed officials (e.g., Michelle Bowman and Christopher Waller) signaled openness to […]

Below are my top picks for natural gas and stock funds. Direct Exposure – Producers EQT Corp (EQT) – The largest natural gas producer in the Appalachian Basin, with significant Marcellus-field reserves. Cheniere Energy (LNG) – US’s largest LNG exporter, with expanding export capacity (Corpus Christi Stage 3 now underway). Infrastructure/Midstream Kinder Morgan (KMI) – […]

Many commonly held beliefs about stock market are not just incorrect; they’re financially dangerous. These myths distort how people approach stock trading, leading to poor decisions, missed opportunities, and unnecessary risk. Understanding what not to believe is just as important as knowing what to do.   Key Takeaways – Stock Market Myths Past performance guarantees […]

Shorting the housing market entails betting that real estate prices (or housing-related financial instruments) will decline. While it’s rarely straightforward, this strategy can serve either as a hedge or as a pure directional trade tied to macroeconomic, credit, or demographic theses. Below are the key pros and cons of shorting housing, along with second-order factors […]

Here’s what’s going on in oil and nuclear energy investments in the Middle East, with a focus on investor sentiment, key risks, and how ongoing geopolitical tensions could shape the region’s energy future. Recent Investment Trends In Middle Eastern Oil And Nuclear Sectors Oil investments are growing, led by national oil companies (NOCs) like Aramco […]

Here are five tips for managing stock market volatility: 1. Sell Some Of Your Stock Reducing exposure is generally geared toward reducing concentration risk. In late-cycle or overvalued environments (which will depend on the analysis of the investor), trimming can build a greater cash/short-duration position for future opportunities. At the same time, selling when markets […]