Daily Comment
Daily Comment (October 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with yet another blow-up in the US-China trade war, with Beijing imposing sanctions on South Korean firms that allegedly assisted a US probe into the Chinese shipping industry. We next review several other international and US developments with… Read More »
Daily Comment (October 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest dramatic policy announcements on US-China relations, which drove stock prices sharply lower on Friday before a reversal gave stocks a boost this morning. We next review several other international and US developments with the potential… Read More »
Daily Comment (October 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an in-depth analysis of US intervention in the Argentine currency market. We then examine the latest strategic moves by the US and China ahead of pivotal trade talks. Our coverage continues with a discussion of the accounting controversy… Read More »
Daily Comment (October 9, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with a deep dive into the new ceasefire agreement between Israel and Hamas. Next, we turn to the global economic stage and break down the latest maneuvers from the US and China ahead of critical trade negotiations. From there,… Read More »
Daily Comment (October 8, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis regarding new concerns about AI profitability, following the reported leak of internal documents from Oracle. We then assess a strategic pivot in global trade, as the EU considers more protectionist measures to counter US economic policy.… Read More »
Daily Comment (October 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of another US government investment in a key critical minerals company. We next review several other international and US developments with the potential to affect the financial markets today, including signs that the Trump administration may… Read More »
Daily Comment (October 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest market-moving deal in the US artificial intelligence industry. We next review several other international and US developments with the potential to affect the financial markets today, including the outlines of a potential US-China trade deal,… Read More »
Daily Comment (October 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of fresh signs of escalating tensions between NATO and Russia. We then pivot to the positive momentum in trade negotiations between the US and China. Further into the report, we delve into the rising hype surrounding… Read More »
Daily Comment (October 2, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an update on Stargate’s latest ventures. We then shift our focus to global developments, including stricter EU tariffs on Chinese steel and Beijing’s strategy to counter potential isolation from the West. Further analysis covers the decline in ADP… Read More »