In this KE Report Daily Editorial (July 15), we welcome back Jim Tassoni, CEO of Armor Wealth Strategies. Jim is an active momentum trader we check in with monthly to uncover where he sees strength across markets, metals, and crypto.
Key topics covered:
- U.S. and global markets at all-time highs – why Jim remains long despite overbought conditions, how he uses trailing stops, and his thoughts on geopolitical risk.
- Fiscal and Fed policy catalysts – impact of the new spending bill and potential shifts in Fed leadership heading into 2026.
- Sector and international positioning – communication services, tech, consumer discretionary, and overweight exposure to emerging markets like India and China.
- Metals momentum – outlook on silver near $40, copper holding above $5.50, and trading strategies in miners.
- Oil’s range-bound setup – how Jim is playing support and resistance levels.
- Crypto trends – Bitcoin’s surge past $120,000, tokenization narratives, and stop levels Jim is watching.