Four-Day Declines and what History Says
Four-Day Declines and what History SaysSince the Reciprocal Tariffs announcement by Trump on 2/4/25, this was how the S&P 500 […]
Markets
tariff war
Markets
Ken Fisher weighs in on Recession Outlook
Ken Fisher weighs in on Recession OutlookBillionaire investor Ken Fisher (who is the son of Phil Fisher*) weighed in on
Markets
US Investors to Offload US$800 billion of China Equities?
US Investors to Offload US$800 billion of China Equities?Anything can happen in an escalating trade war between US and China.
Post Mortem
Audi holding cars in U.S. ports due to autos tariff
Audi holding cars in U.S. ports due to autos tariffCarmakers on average have just under three months’ worth of inventory
Post Mortem
US soybeans, energy: Who is hit by China’s tariff retaliation?
US imports a lot more goods from China (US$439.7 billion) than it exports (US$144.6 billion). Soybeans, oilseeds and certain grains
Markets
Billionaire Bill Ackman delivers frank 3-word message on tariff war
Nike stock price rallied 4% after Trump’s post that he had a call with Vietnam’s To Lam. About 25% of
Post Mortem
China retaliation on US farm goods hits soybeans, bolstering Brazil
Trade war will result in China moving towards alternative agriculture suppliers including Brazil. China is imposing additional duties of 34%
Post Mortem
Vietnam to cut duties on US imports, approve Starlink as Trump tariff decision looms
Vietnam will cut its tariffs on several U.S. products including LNG and cars, and moved to approve Starlink services, as
Post Mortem
Trump doesn’t seem to know why he launched a giant trade war
US imposed a 25 percent tariff on virtually all goods produced by their two top trading partners — Canada and