A0 Financial Analysis

Beneath the Tariffs, a Risk-On Pulse

Bitcoin breaks multi-year resistance—and $HYG says it’s not alone

The One Big Beautiful Bill injecting trillions into the economy

Tariffs, stimulus, and rising yields are reshaping investor expectations—just as liquidity surges into the system.

Markets Are Soaring, But No One’s Cheering

Welcome to Wall Street’s most reluctant bull run, where skepticism is everywhere... except in price action

The Strait Is Closed. The Window for Rate Cuts Might Be Too

Iran’s move on Hormuz and the Fed’s messaging could reshape inflation bets and asset flows

Markets Just Reacted to War, Oil, and Inflation—We Turned It Into a Visual Masterclass

Markets responded violently to war headlines—but few understand why.This week’s issue connects the dots: oil, inflation, bonds, and the quiet return of stagflation.

Beneath the Rally, the Dollar Rots

So far, the dollar’s decline has supported risk assets. Sustaining this rally likely depends on further weakness

Everyone’s Watching the Fed. But Trump Just Made the Real Move

How Trump’s Mar-a-Lago Accord, a Weakened Dollar, and Soaring Deficits Are Reshaping the Investment Landscape

Why equities could go to all-time highs

The November CPI report is releasing this week, and oil has been selling off. Last month, oil dropped 7 percent, a big part of the CPI.

The Gold market is looking strong

The Fed continues its quantitive tightening, selling assets off their balance sheets.

The market looks like it’s topping

Our Transition to Quantitative Investment Strategies

The reasoning behind this switch was that at A0 Financial, we realized that quantitive investment strategies are the future because they incorporate....

Market's showing signs of short-term strength

The Nasdaq has officially broken out a massive bull flag on the weekly.