Just like last year, it feels like we've had a year's worth of drama in less than a month, and in fact evidence of this can be seen when you look at what sectors and sub-sectors are driving the gains that stocks have had year-to-date to this point. But...

Less than half a month away from closing out a year that featured historic falls and surges in stocks, the market finds itself limping towards the finish line as investors become increasingly negative, and the existence of an AI bubble goes from debated...

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...