Navigating the Waves: AGG's Weekly Market Beacon for August 27, 2025

Illuminating Opportunities Amid Fed Uncertainty and Bullish Crypto Momentum

Aug 28, 2025

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As the chief investment officer at Asset Guidance Group, LLC, I present our weekly analysis of tradfi, forex, and digital asset markets, drawing from the past week's macroeconomic data including soft jobs reports, rising Treasury yields, and Fed speakers' dovish tones signaling potential rate cuts.

1) Tradfi Stocks and Fixed Income

From mega-cap scans, top picks with high-confidence setups include Amazon (AMZN), Uber (UBER), and Shopify (SHOP), driven by e-commerce resilience and tech recovery post-Powell speech. For SMIDs, Centrus Energy (LEU), Kratos Defense (KTOS), Dave Inc. (DAVE), and Avis Budget (CAR) stand out due to insider buying and sector tailwinds in energy/defense. We identified 3 mega and 4 SMIDs meeting criteria for near-term volatility.

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