Don’t Try To Play The Trump Trade War
“There’s no telling what President Donald Trump will do next… And there’s no telling how the market will react to it…” I’ve heard that sentiment…
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We’re Finally Seeing Gold’s Overdue Outperformance
Investors are panicking about U.S. stocks. Meanwhile, despite a minor sell-off in recent days, this often-forgotten asset is soaring… It’s up double digits on the…
The Math Behind Trump’s New Trade War
Summing up his giant round of taxes on U.S. imports, Trump said he’d been very “kind.” The market didn’t agree. This all comes after Trump…
The Red Flags Unfurl For AI Chip Stocks
When folks who aren’t in the markets bring you hot investing advice, it’s often a sign of danger. My colleague Whitney Tilson called this the…
The Housing-Market Slowdown Hits A New Low
The U.S. housing market is back on ice… This trend is nothing new. Housing activity has slowed to a crawl in recent years. The toughest…
The White House’s Plan To Deep-Six The Dollar
Forty years ago, politicians from around the world convened in New York’s Plaza Hotel to try to solve a growing problem with the U.S. dollar.…
Even The Biggest Market Fears Rarely Matter
You may be feeling a sense of panic right now… Stocks are falling. The health of the economy is in question. And no one seems…
A Brainwashed Generation
The S&P 500 is down about 5% so far in 2025. Meanwhile, emerging markets are up 4%, and developed markets outside of the U.S. are…
The Most Obvious Recession No One Expects
The real economy isn’t doing well… Inflation is still stubbornly high. And the interest rate that matters most isn’t cooperating… The 10-year Treasury rate is the one…
The New ‘Trump Trade’ Won’t Be In Stocks
Since 2016, Trump has made the stock market his unofficial approval rating. In his second term, we may well see a new metric of success:…