Investors often exhibit “cult-like” adherence, extending to specific stocks and market narratives, despite self-perception of objectivity 1.
Technical analysis education is accessible via resources like “TA for Dummies” or YouTube; however, chart mastery demands extensive screen time and still yields frequent inaccuracies 6.
The US Dollar dives to a new 4-year low, contrasting directly with President Trump’s recent assurance that the currency is “doing great” and its decline is not a concern 8.
Europe is transitioning from an “Eurpoor” to “Eurorich” economic status 10.
A “Golden age” for South America is underway, despite market focus on AI 11.
The US Dollar has suffered a -10% decline in 2025, marking its sharpest drop since 2017, a crucial context to President Trump’s recent comments on its valuation 12.
The US Dollar’s decisive breakdown is a new macro driver; global asset allocation is misaligned, with portfolios overweight U.S. assets, ill-prepared for a prolonged dollar downtrend 15.
Hyperscaler earnings calls from $MSFT and $META are predicted to flag “power constrained” operations 7.
AI infrastructure growth now faces bottlenecks beyond GPUs and power; copper shortages and fiber capacity limits emerge as critical “surprise constraints” for deals like the $6B$META + $GLW partnership 14.
Luxury giant #LVMH posted a 3% Q3 sales drop, missing estimates and marking its first decline since the pandemic, attributed to softness in China and Japan, sparking investor concern 16.