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MoneyMasters Podcast 3/6/25: Did the Pandemic Permanently Change the Markets?

Nearly five years ago, the COVID-19 pandemic reshaped the world in ways few could have imagined. Lockdowns, economic turmoil, and unprecedented government interventions sent shockwaves through financial markets, forcing investors and policymakers to navigate one of the most volatile economic periods in modern history.

Mike Larson

ECONOMICS

Tickers: DIA, QQQ, SPY

Market Minute 3/5/25: Will Markets Buy Trump's Tariff Argument?

Stocks have been sliding for days amid trade war fears, and yesterday was no exception. They’re flat in the early going today along with Treasuries and gold. The dollar is slipping, while Bitcoin is bouncing after a rough stretch of trading.

Mike Larson

POLITICS

Tickers: DIA, QQQ, SPY

TNX: What Treasury Yields are Saying About Stocks Here

The S&P 500 just registered its second down week in a row after hitting an all-time high as recently as February 19. Meanwhile, US Treasury yields dropped five weeks in a row, which is even more telling, notes Ivan Martchev, investment strategist at Navellier & Associates.

Ivan Martchev

BONDS

Tickers: IEF, TLT, TNX, SPY

BP: Getting "Back to Petroleum" Amid Shareholder Pressure, Policy Shifts

Last Friday, I sat down with Freddy Gray at The Spectator’s office in Westminster to record an episode of the Americano podcast. We talked about the collapse of the EV market, Britain’s disastrous energy policies, energy humanism, and the tectonic political changes in the US and Europe on climate policy. These shifts clearly impact companies like BP Plc (BP), explains Robert Bryce, editor of Robert Bryce on Substack.

Robert Bryce

ENERGY

Tickers: SHEL, XOM, BP

Why 10-Year Yields are Easing – and What it Means for Stocks

A little over a month ago as Donald Trump was about to take office as President, the 10-Year Treasury Note yield hit 4.80%. Almost every economist and strategist was writing and putting out that the 10-year would hit 5% due to inflation from tariffs. I disagreed – and I still do, writes Ryan Edwards, author at The Investing Authority.

Ryan Edwards

BONDS

Tickers: TLT, IEF

TCOM: An Example of What to Buy in China (and How!)

As we know, Chinese stocks have seen a massive run of epic proportions over the past 30-40 days. The Hang Seng Index has soared almost 3,000 points in a non-stop run that I’ve seen only two-three times over the last four years. One of my most familiar names within my China coverage is Trip.com Group Ltd. (TCOM), writes Larry Cheung, founder of Letters from Larry.

Larry Cheung

GLOBAL

Tickers: BABA, TCOM

Energy: Prices Fall Despite Cold...But Keep an Eye on the Middle East

It is kind of crazy that we’ve had one of the coldest weeks ever and yet we saw a big build in distillate inventories. Did everyone turn their heat off? Meanwhile, crude oil sold off earlier this week partly because of President Trump’s comments on the possibility of a ceasefire between Russia and Ukraine, advises Phil Flynn, senior energy analyst at The PRICE Futures Group.

Phil Flynn

ENERGY

Tickers: UNG, USO

IEMG and IEFA: Benefiting from Rotation to Foreign Equities

The last two calendar years have been outstanding for US equities. But we have seen some signs of reversal in sentiment around US market outperformance relative to other regions. The iShares Core S&P 500 (IVV) has recently trailed non-US ETFs like the iShares Core MSCI Emerging Markets ETF (IEMG) and iShares Core MSCI EAFE ETF (IEFA), advises Aniket Ullal, VP, ETF Data & Analytics at CFRA Research.

Aniket Ullal

GLOBAL

Tickers: BND, GLD, IEFA, IJR, IVV, IEMF

Confidence: Consumers Losing Faith in Income, Job Prospects

Consumer confidence continues to come off its election-fueled sugar high from November, with the most recent reading hitting its lowest level since June. Confidence has dipped for a third straight month, while also missing economists’ expectations in each instance, highlights Bret Kenwell, US investment analyst at eToro.

Bret Kenwell

ECONOMICS

Tickers: DIA, QQQ, SPY

SPY: One Chart You Simply CAN'T Ignore as a Trader

When investors look for long-term bullish S&P 500 signals, they look at the US CPI, interest rates, and M2 supply (relatively liquid assets in the US economy). This is a mistake. If you’re trading the S&P, you can’t just focus on US liquidity. You need to focus on global liquidity instead, observes Gav Blaxberg, CEO of Wolf Financial.