Coming out of the heart of the latest corporate earnings season in America, we look at a number of different subjects (update on the AI trade, gold, effective versus actual tariff rate, and more), as well as revisit the set-up for the rest of 2025. General...

With 2.5 months still left to go in 2025, uncertainty still reigns supreme, and whether or not we can maintain strong gains for three years in a row remains an outstanding question. But as part of trying to navigate the path forward, we take a look at...

As a follow-up to our last video released on Monday, July 28, 2025, we look at how everything played out during that "copious catalyst" week, other developments in the days after, and how it's possible to be right and wrong at the same time!