Newsletter #30: Trump visits the FED

Welcome to the thirtieth edition of our newsletter, dear readers! The markets continue to show strength despite all the warning signs. Nvidia is setting new all-time highs every day, the S&P 500 continues to rise steadily, and even geopolitical tensions and unclear interest rate prospects have so far failed to slow down the rally. It has now almost become a race against time. The potential "summer break" could lead to short-term consolidation in the market, meaning that a clear trend is unlikely for the time being. The coming week will be another busy one, with the FOMC and four BIG TECH earnings reports from the Magnificent 7. As always, we will be looking at what really...