Euro weakens amid French political turmoil while dollar’s safe-haven appeal revives.

Last Thursday China announced that foreign companies now needed a license to export REE products. On Friday Trump retaliated with an additional 100% tariff on all Chinese imports effective Nov. 1st. Rare earth metal stocks soared 10.5% on the day.

Friday’s market decline was the biggest daily decline since April, and more unusual is its 2.8% decline within one day of an all-time high.

Kratos Defense & Security Solutions is not your typical defense contractor. Kratos quietly focuses on the next generation of warfare—unmanned drones, hypersonic systems, and space-based defense tech.

The crypto market ends the week at a total market capitalization of $3.74 trillion.

DELL stock is up 32.56% year-to-date, outperforming the S&P 500.

The S&P has already cut through its 20-day MA and trendline support, with a test of the 50-day MA coming soon.

The only trend that seemingly survived Trump's tweet is the bullish trend in precious metals, with gold and silver recovering to trade above $4,000 and $50 per ounce respectively. Both precious metals reached new all-time highs last week.

In this video, I examine the Nasdaq 100 and review the recent market volatility that's been triggered by geopolitical announcements.

Between the AI "bubble" that's been widely discussed recently, the argument regarding stocks versus bonds, and the geopolitical factors behind the surge in gold, here are three things I'm thinking about.