US-China tensions flare: China's rare earth export curbs threaten global chip/EV/defense chains, prompting President Trump's 100% tariff/software ban threats.

Indian share markets are trading lower today, with the Sensex trading 390 points lower, and the Nifty is trading 125 points lower.

The Dax lost some ground after hitting a fresh high above 24700.

In panic people sell what they can in many cases, not necessarily what they want to part with. Tech, Quantum, cyclicals, retail ... across the board they ran for the hills.

A compelling private equity fund delivers value in ways a passive investor can’t replicate.

The company has so far deployed more than 100 megawatt-hours of residential storage in less than two years, making it one of the country’s fastest-growing distributed energy providers.

An assessment of how current Administration polices regarding immigration and removals are affecting the agricultural sector.

Holding on to BDCs is a tough way to make a living, they are volatile.

But let’s not kid ourselves — this isn’t an official détente, it’s pre-negotiation theatre.

USD declined even before the China tariffs hit, but I doubt this is a lasting reversal; there are so many issues in the world that USA would still look most stable.

Meme stocks trade at depressed levels for a reason, and traders must understand why their share prices are where they are.

Euro weakens amid French political turmoil while dollar’s safe-haven appeal revives.

Last Thursday China announced that foreign companies now needed a license to export REE products. On Friday Trump retaliated with an additional 100% tariff on all Chinese imports effective Nov. 1st. Rare earth metal stocks soared 10.5% on the day.

Friday’s market decline was the biggest daily decline since April, and more unusual is its 2.8% decline within one day of an all-time high.

Kratos Defense & Security Solutions is not your typical defense contractor. Kratos quietly focuses on the next generation of warfare—unmanned drones, hypersonic systems, and space-based defense tech.

The crypto market ends the week at a total market capitalization of $3.74 trillion.

DELL stock is up 32.56% year-to-date, outperforming the S&P 500.

The S&P has already cut through its 20-day MA and trendline support, with a test of the 50-day MA coming soon.

The only trend that seemingly survived Trump's tweet is the bullish trend in precious metals, with gold and silver recovering to trade above $4,000 and $50 per ounce respectively. Both precious metals reached new all-time highs last week.

In this video, I examine the Nasdaq 100 and review the recent market volatility that's been triggered by geopolitical announcements.