Скачать или смотреть The Market Is Not Ready for This Week

This week could be a major stress test for markets.

• US Supreme Court strikes down tariffs - then rates are raised to 15%
• Escalating tensions with Iran and potential military action
• Oil prices surging and gold spiking
• Nvidia earnings that could move the entire AI trade

With the S&P 500 trading at 25.4x forward earnings, markets are priced for stability - but stability may not be guaranteed.

In this video I break down:

What the tariff chaos means for inflation and margins

How geopolitical risk impacts oil and sector rotation

Why Nvidia’s earnings could decide near-term sentiment

And the 4 baskets I’m watching: Growth, Oil, Defense and Defensive cash flow

Stocks covered:
Nvidia (NVDA)
Chevron (CVX)
Lockheed Martin (LMT)
Procter & Gamble (PG)

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