• April 8, 2025

Alibaba Stock Looks Mispriced as Tariff Fear Overshadows Fundamentals

The stock market is not thinking; it is only feeling, and this is when savvy investors can make the most returns for the months to come in their portfolios. Considering that the volatility br...

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• April 8, 2025

Uncertainty Clouds Outlook For Trump’s Tariff Goals

Pursuing a structual, sudden change in US trade policy is one thing. That alone is disruptive. Even if it’s a net plus in the longer term (a debatable proposition), the current burden that’s ...

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• April 8, 2025

Markets Remain Volatile Amid Conflicting Tariff Headlines

Tariff-pause headlines slow down Wall Street’s bloodbath White House denies the reports, Trump threatens China Safe havens pull back on negotiation hopes, but sti...

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• April 7, 2025

Gold Falls as US Dollar Strengthens on Tariff Fears and Recession Risks

Gold Continues Decreasing, but the Long-Term Bullish Trend Persists The gold ( XAU/USD ) price dropped by 1.8% on Monday as the US Treasury yields surged, whi...

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• April 7, 2025

Retaliatory Moves from China and EU Set the Stage for Prolonged Economic Tensions

President Trump declared a national emergency over trade deficits and imposed a 10% general tariff on all countries, effective 5 April, along with higher tariffs on nations with the largest U...

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• April 7, 2025

Anatomy of a Market Crisis: Tariffs, Markets and the Economy

I was boarding a plane for a trip to Latin America late in the evening last Wednesday (April 2), and as is my practice, I was checking the score on the Yankee game, when I read the tariff new...

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• April 7, 2025

Effective Tariff Rate Hits 1909 Levels as Global Trade War Explodes

Ouch. Global markets are in freefall in response to President Donald Trump’s universal 10% tariff on all goods being imported into the U.S., with as many as 60 countries facing “reci...

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• April 7, 2025

Is a US Recession Inevitable?

A rising chorus of forecasts suggests as much. But for the moment, this is still guesswork as markets struggle to price in a dramatically altered macro outlook due to the rising risk of a glo...

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• April 7, 2025

Markets Are Pricing in the Coming Collapse in Earnings Estimates

Last week , we noted that it would not be uncommon for the market to retest recent lows. That is what happened on Monday morning before rallying sharply off that level. However, t...

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• April 7, 2025

Bond Market Is More Concerned About Economic Stagnation Than Inflation

While stagflation fears grip the market and make headlines, the bond market appears more concerned about ‘stag’ than ‘flation.’ Stagflation describes sluggish economic activity or a recession...

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