Cracks in the Bond Market, AI’s Surge, and the Tariff Trap

This week, we dive into the key forces shaping the market: Jamie Dimon’s warning on cracks in the bond market, the booming demand for AI infrastructure, and the shifting landscape of tariffs and trade policy. From Washington to Wall Street, it’s all about risk, conviction, and understanding the new rules of the game.

Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."