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Chips Fire, AI Mania Builds, And The D.C. Gridlock Deepens

Oct 2, 2025

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11 min read

Chips Fire, AI Mania Builds, And The D.C. Gridlock Deepens

Shutdown delays key data, but traders chase momentum in chips, AI, and pharma.

Dio Pouerie
Dio Pouerie
Markets Defy Shutdown | Pharma Surges on TrumpRx | Intel’s Whisper Talks With AMD

Oct 1, 2025

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12 min read

Markets Defy Shutdown | Pharma Surges on TrumpRx | Intel’s Whisper Talks With AMD

From a shutdown data blackout to pharma’s surge and late-cycle warnings, conviction is colliding with fragility

Dio Pouerie
Dio Pouerie
Gridlock, Gold, and $900B in Flows

Oct 1, 2025

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12 min read

Gridlock, Gold, and $900B in Flows

From Washington’s shutdown to Wall Street’s ETF surge, October starts with conviction colliding with uncertainty.

Dio Pouerie
Dio Pouerie
Buffett, Pfizer, Apple, Firefly, All Big Moves, Bigger Questions

Sep 30, 2025

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10 min read

Buffett, Pfizer, Apple, Firefly, All Big Moves, Bigger Questions

Berkshire eyes chemicals, Pfizer cuts tariffs, Apple’s margin drag, Firefly’s rocket setback, plus shutdown looms.

Dio Pouerie
Dio Pouerie
Shutdown Odds Surge, Boeing Dreams Again, GM Retreats, & Nike Faces Its Test

Sep 30, 2025

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12 min read

Shutdown Odds Surge, Boeing Dreams Again, GM Retreats, & Nike Faces Its Test

From Washington brinkmanship to Boeing’s next jet and GM’s pivot, investors face signal and smoke at quarter’s turn.

Dio Pouerie
Dio Pouerie
From Record Valuations To AI’s Boldest Push | Markets Shift Into Q4

Sep 29, 2025

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12 min read

From Record Valuations To AI’s Boldest Push | Markets Shift Into Q4

Wall Street’s High-Wire Act, shutdown drama, AI disruption, and debt cracks - Q4 opens with both tension and opportunity

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