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Gold Hits Records, Stocks Rise — Can Both Be Right?

Sep 29, 2025

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12 min read

Gold Hits Records, Stocks Rise — Can Both Be Right?

Q4 starts with resilience and risk colliding: strong spending, stretched multiples, and credit cracks.

Sep 26, 2025

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12 min read

Tariffs, Tech & Turnarounds: Where the Market’s Leadership Is Shifting

Pharma shrugs off Trump’s 100% tariff, truck makers split, Costco stalls, and capital keeps flowing into AI and IPOs. Selectivity, not panic, defines the tape.

Dio Pouerie

Sep 26, 2025

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11 min read

PCE Relief | Tariffs Bite | Shale Cracks | Costco Squeezed

Inflation held steady at 2.9% core, giving markets relief. But Washington’s tariff blitz is redrawing supply chains, shale execs warn “the model is broken,” and Costco’s earnings show even defensive giants feel the squeeze.

Dio Pouerie