The Investor’s Edge – Market/Portfolio Update, April 3rd, 2025
In this week’s video and PDF update, we cover the key market developments, recent Fed commentary, and our latest positioning. We also take a closer look at the growing impact of U.S. trade policy on global markets. Download the PDF report below: Don’t miss Kyle’s in-depth article on US Tariffs:
Stock Spotlight – Cava Group, Inc. (CAVA)
Cava Group, one of our newer holdings, has been performing very well as of late. We will cover this recent performance, as well as giving an overview of the company and looking at the earnings report they just released in today’s Stock Spotlight.
VIX Spikes to Historic Highs Amid Volatile Summer Market
Last week, the VIX spiked to historic highs amid a massive market selloff, but just as fast as the VIX spiked, it has retraced back to normal levels.
Magnificent 7 Capital Expenditure Report
In the past year, spending on AI has exploded, and no one is spending more than the Mag 7. Will this spending soon pay off, or is it too much too soon to spend billions on AI?
The Investor’s Edge Video Update: Summer Market Swoon
Join Todd Gordon and Kyle Wasson of Inside Edge Capital as they take you through all areas of the market, the economy, and the geopolitical landscape.
Stock Spotlight – Howmet Aerospace (HWM)
Howmet Aerospace, one of our newer holdings, has been performing very well as of late. We will cover this recent performance, as well as giving an overview of the company and looking at the earnings report they just released in today’s Stock Spotlight.
Earnings Uncertainty Hits Tech Giants at Critical Market Juncture
Heading into earnings season, the rapidly growing tech stocks that have led the market are being heavily sold off, and it appears as though small caps as well as value stocks are rotating back into the market.
The Investor’s Edge – Market Video Update #8
Join Todd Gordon and Kyle Wasson of Inside Edge Capital as they take you through all areas of the market, the economy, and the geopolitical landscape.
Large U.S. Market Caps Forecast Future Strength
Looking at the U.S. market capitalizations compared to other countries, and more specifically, comparing the top U.S. companies’ market caps to entire countries’ market caps shows us that the U.S. is positioned well to drive innovation in the coming years.
The Investor’s Edge – Market Video Update #7
In this update, we cover the market correction that has emerged the last two weeks following 2024’s earlier historical bull run. We also take a look at two potential headwinds: interest rates and the Iran/Israel conflict. Inside Edge Capital, LLC is a registered investment adviser located in Saratoga Springs, NY may only transact business in […]