James St. Aubin has been featured in TS2 multiple times this month—offering perspective on the factors shaping today’s markets, from tariff uncertainty to the evolving AI trade.

Across several articles, James shared his insights on:

 

  • How shifting investor sentiment is influencing market volatility
  • The balance between AI-driven optimism and macro headwinds
  • Why geopolitical tensions and trade risks continue to test market resilience

 

 

You can read more of James’s commentary in TS2’s recent coverage:

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears

Broadcom’s $10B AI Deal and What’s Next for AVGO

JP Morgan’s Dimon Warns of Market Risks Amid AI Frenzy

Inside Broadcom’s Trillion-Dollar Surge

Global Market Bloodbath: Trade War 2.0 Sparks October 2025 Stock Crash

The thoughts and opinions expressed in the article are solely those of the persons speaking as of 10/10/2025 – 10/13/2025, and not necessarily those of Sierra and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.

0221-SI00XLAP 10292025