The "DeepSeek moment" revealed that the large definition language models can be improved upon, advancing the capabilities of generative AI, without requiring more computing capacity. Maybe AI leadership isn't determined by who gets much access to the most Nvidia GPUs.
SEE MOREPresident Donald Trump will host Indian Prime Minister Narendra Modi in Washington on Thursday, as the two leaders work toward a trade deal and try to reinforce a relationship that the Trump administration has signaled is critical to countering the rise of China, according to senior Trump administration officials who previewed the meeting in a call.
SEE MOREAside from embracing oil again and restoring global confidence in America's economy and global leadership position, what move can the Mr.D.Trump administration make to shore up the dollar's dominance and very importantly, create a new source of very deep demand for Treasuries?
SEE MOREGold prior moves of magnitude;the initial price of Gold printed 16new record highs in 2025, The price of gold printed forty new record highs during 2024, on record demand. That's never happened before; February 18, 2025. And it's already hit 16 new record highs in 2025.It's up 12% on the year already, and $3,000 gold is in striking distance.
SEE MOREStocks have shaken off trade barriers, disruptions in the public sector, geopolitical ultimatums, a threat to U.S. AI supremacy, and a reduction in market expectations for rate cuts.
SEE MOREPresidentTrump has made it clear that he wants lower rates. And remember in his first term, he voiced his displeasure with Mr.Jay Powell's Fed for taking rates up from 25 basis points to 225 basis points, despite inflation running mostly below target throughout.
SEE MOREPresident Trump's Treasury Secretary is on the job, as of Tuesday. And his Commerce Secretary should be confirmed early next week. With these three factual Economic Agenda in place; the execution of the Mr.Trump Economic Agenda will begin, including Potential clean up of what was left by the Previous administration. And that should present some "HEADWINDS for STOCKS";
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