MacroEdge Redeye: AI Extremes, Crypto Bros on Magazine Covers, and Trump Tariff Risk

In this brief evening Redeye, start your weekend off on the right footing as we assess the AI/semiconductor risks, extreme valuations, crypto bros on magazine covers, the Trump Risk Matrix, and more.

Good Friday evening MacroEdge Readers and Community,

This evening we’ll keep the Redeye note brief. We’ve been busier than ever in the MacroEdge office, which we’re thankful for. Today we surpassed over 4,000 MacroEdge Readers on Substack, which speaks volumes to the traction our work and research is gaining around the globe. We’re working on adding a domain to our Substack, which you can source at Reports.MacroEdge.net, and we’ll let you know when that becomes available. Much in store as the first quarter progresses. Next week I’ll be heading West again to a crypto conference and a real estate get together with some industry professionals as we plot the rollout of our RESights product line.

Our Substack readership crossed 4,000 (1/31) - thank you to our fantastic community.

This evening we’ll discuss two areas of continuing concern around markets… one being the AI and semiconductor trade losing steam and the other being the tariff risk realized today, as we outlined in our ‘Trump Risk Matrix’ from the Ozone Report a week ago (make sure to read and save the entire Matrix for the duration of the Trump administration - I think it’ll come in handy). I enjoy these evening market notes since we get to just hop into the charts and data, and hope you find some value out of what we’re going to discuss. Don’t miss access to our reports with a busy and volatile start to February, with two week access to Ozone below: