
Scott
LiferSteve posted an update 39 minutes ago
📦 Tariffs Hit Global Mail: What It Means for Stocks
Headline Recap:
Postal services around the world have begun suspending shipments to the U.S. as expanded tariffs take effect on packages under $800—a category that was previously exempt. Starting August 29th, these parcels will face full tariff rates.
🔑 Why It Matters
- Small Package Trade Flow…
🔄 Sector Rotation Watch: What’s Lagging Now
With markets gearing up for the Fed’s potential rate cut cycle ahead, it’s worth asking: where could the money flow if we get a rotation?
Right now, the leaders are obvious — mega-cap tech and AI names have carried the tape. But bull markets rarely stay this one-dimensional. If rates move lower,…
Steve posted an update 2 days ago
📉 Thesis: Why Fed Rate Cuts Could Signal the End of the Bull Run
On the surface, Federal Reserve rate cuts sound bullish—cheaper borrowing costs, easier credit, and more liquidity for markets. But history shows that the first cut after a hiking cycle often marks the end of a bull run, not the start of a bigger one.
1. Markets Rally Into Cuts, Not… Read more
Tony_da_FIBO_SHATNER_Stacker, QS and 5 others1 CommentAwesome Steve, Thank you!
- Load More