Battered by Tariffs, Poised for Rebound: The Snapback Potential of Nike, RH and Five Below
The market’s pain could be your gain—especially in the consumer discretionary sector
Battered by Tariffs, Poised for Rebound: The Snapback Potential of Nike, RH and Five Below
Wall Street Yawns, Main Street Pays: Decoding Trump’s Trade Theater
Everybody talks economics when the subject of import duties comes up—that makes sense. But they’re also a powerful bargaining chip in any type of international negotiation.
Trade War Fallout: Pinduoduo’s Outlook Still Looks Bright
The future of e-commerce and Chinese online retailer Pinduoduo appears promising even with the closing of the de minimis loophole
Trends & Tickers: My Four Favorite Trade Ideas for 2025
These are the most compelling investment themes I see for the coming year—just don’t forget the risks
What’s Driving the Price of Gold?
The upward pressure has resulted from economic uncertainty, stockpiling by central banks and wars raging on two continents. But will the trend remain intact?
Boeing’s Silver Linings Playbook
Despite a relentless string of bad news, we see a light at the end of the runway
Gold Doesn’t Rule
The bright yellow metal hasn’t kept pace with most stocks and bonds
First Solar (FSLR): Where Tariffs, Subsidies and AI Collide
New tariffs levied against China could benefit American manufacturers of solar cells, but there are drawbacks as well
Market Volatility Hits Chinese Stocks, but PDD Holdings (PDD) Continues to Climb
PDD Holdings reported impressive Q1 earnings, but the company’s valuation remains depressed due to continuing geopolitical risks
Wheat Prices Rally to 9-Month Highs, Adding to Inflation Woes
Suboptimal growing conditions have pushed down forecasts for the 2024-2025 wheat harvest, which has in turn pushed up prices