Rashpal Sohan

The U.S. equity market just slammed into a pothole. Trade wars and market rallies mix like oil and water, and tariffs are spreading faster than a viral meme, putting fear firmly in the driver’s seat. The “Mag 7” have lost their shine, the Fed is in a bind,

Trump’s America is a rollercoaster of chaos, where markets swing wildly between euphoria and panic. One day it's tax cuts fuelling optimism; the next, tariffs sparking inflation fears. Investors are cheering equities but scrambling for gold as uncertainty mounts. Bonds are rallying, the Fed is wavering, and

Trump’s second term has ignited a “pro-growth” agenda of tariffs, spending cuts, and trade chaos, stoking inflation risks and leaving Jerome Powell with a Herculean task. Markets face a rollercoaster 2025, with sharp swings driven by Trump’s policies and a juggling Fed. The AAA Model remains steady, up

2024 surprised with political upheavals, market twists, and global resilience despite Fed tightening. The U.S. economy defied slowdown expectations, driven by strong job markets and easing inflation. Equities performed well, while bonds lagged, and gold surged alongside U.S. equities. The AAA Model delivered a 12% return, outperforming its

Trump’s victory has fuelled a market rally, with US small-caps, banks, and crypto leading the surge, even as concerns over tariffs, deficits, and inflation persist. Global Fund Managers have significantly increased US equity exposure, though the heavy reliance on the top 10 S&P 500 stocks evokes memories

The AAA Model continues to rank equities as the strongest trending assets, reinforcing our confidence to stay invested even amid growing uncertainty. China’s rapid climb in the Model has reignited interest in Emerging Markets, with recent PBOC stimulus fueling their best monthly gains in nearly a year. However, skeptics