Moody’s brought a lot of serious points up when it downgraded the credit ratings of the United States. Now the U.S. has no ‘AAA’ credit ratings from any of the three major […]
U.S. Faces Bone-Crushing Yield Spreads Versus Other Top Nations
And the Biggest Mega-Cap Trade Winners in a U.S./China Tariff Deal Are…
The financial markets were not counting on a U.S.-China trade deal being reached over the weekend. Treasury Secretary Scott Bessent has already said that this trade agreement, which the details are still […]
About That Negative GDP, and About That 2025 Recession….
The U.S. economy has entered into negative territory on GDP for the first quarter of 2025. That’s not good, and it worse than what was expected. It would be naive to ignore […]
Fund Managers Take Aim at U.S. Exceptionalism & Exit U.S. Investments
BofA Securities has released its Global Fund Manager Survey for April 2025. Despite the recent recovery in stocks, the data looks rather negative even as some investors are hoping that the bounce […]
6 Stocks to Buy Into the Tariff Turmoil
All we hear about now is tariffs. On the cable networks, online news, newspapers and even radio. Tariffs, tariffs, tariffs. Well, the world has to move on at some point. At the […]
Will the Apple Upgrade Thesis on Tariffs Hold Up for Major Tech Stocks?
If there is one U.S. technology titan dependent upon China and other nations targeted with tariffs in Asia, look no further than Apple Inc. (NASDAQ: AAPL). Apple’s shares have been crushed during […]
Battered Levi Strauss, Tariff Target Should Survive & Thrive
The news regarding tariffs, retaliatory tariffs and a trade war has been brutal to most companies that manufacture and sell internationally. Levi Strauss & Co. (NYSE: LEVI) is one of those companies […]
Analysts Issue Stern Tariff & Recession Downgrades, Some Upgrades Too!
The stock market has been falling for several weeks, but nothing like what was seen last week. The carnage of tariffs immediately turning into a trade war with much higher recession risks […]
How Goldman Sachs Forecasts Inflationary & GDP Impact from Tariffs
OK, so by now we are all feeling the pain that the tariffs have turned into a trade war and the risks of recession have moved from a possibility into a real […]
Tactically Speaking: 20 Stocks Immune to the U.S. Tariffs and Trade Wars
The day of tariffs has finally arrived. Stocks around the world reacted quite negatively, not in celebration of Liberation Day, as the reciprocal tariffs were deemed to be the worst case scenario […]
Is Apple Still Really a Buy with Tariffs After Worst Day Since 2020?
The day of tariffs has finally arrived. It’s touted as Liberation Day, but the reaction from stocks around the globe doesn’t feel all that liberating. The world’s stock markets reacted quite negatively […]
Is Canada a Tactical Buy After Trudeau?
Justin Trudeau has been ousted. The good-looking manicured and groomed face of leftist policies will remain in place as Prime Minister until the Canadian election is held this year. Canada is the […]
How Tariffs Are Impacting Major Companies So Far
We have all heard by now that tariffs are coming more than once or twice. Donald Trump has maintained that he wants to install more tariffs during his campaign and after the […]