Trump’s Liberation Day tariffs mark more than a policy shift—they redefine how capital interprets risk. The Norrholm panel explores what happens when markets stop pricing efficiency and start pricing intention. Tariffs are no longer tools—they’re frameworks. This isn’t just a trade realignment. It’s the emergence of a new allocative order.
It looked right. It sounded smart. It was 500 billion dollars off.
This is what happens when you let AI write your totals.
Confession + warning inside
How the smartest people in the room sold the world a beautiful lie They said artificial intelligence would change everything. Investors lined up. Journalists fell…
The market opened Q2 with a weak overnight session but has rallied into mid day. This report covers the S&P 500 rebound in context of…
March swing trades still closed with a +6% average gain, but last week’s failure triggered a full reset. Two new shorts survived the screen. This…
The tape tried to break — and failed. After a 125-point collapse at the open, the S&P 500 reversed sharply and never looked back. No…
The trend is still your friend—provided you don’t fight the tape. This is not another messy rotation or headline-driven chop. The market has confirmed a…
The market broke hard after a hotter-than-expected PCE print. Liquidity remains the true driver—and the cycle never turned. The bounce is over.
Why This Stock, Why Now Super Micro Computer (SMCI) jumped to the top of the AI Leaderboard this week — ranking among the fastest-growing AI…
Is AI at a dead end? I saw an article on Live Science a few hours ago that suggested that it is. “In a new…