Trump’s Tariff Hike Boosts U.S. Steel and Aluminum Stocks On February 10, 2025, President Donald Trump announced a new round of tariffs on steel and aluminum imports, reinstating a policy…
S&P 500: The Winners and Losers of January 2025 Some traders believe that January sets the tone for the stock market for the rest of the year. January proved to…
DeepSeek’s AI Disruption: Which Sectors Took the Biggest Hit? The launch of DeepSeek’s R1 AI model has triggered a panic sell-off in US tech stocks, with its open-source framework and…
Quantum Computing Stocks Soared in 2024—But Will the Momentum Last? The quantum computing sector experienced an unprecedented rally in 2024, driven by groundbreaking technological developments that transformed market sentiment from…
S&P 500 earnings rise alongside P/E; emerging markets and chart crime; if active ETFs are more tax-efficient than mutual funds, who needs mutual funds?
2025 Investing Resolutions Silly articles can be the most meaningful. What I’m about to present – my final missive in my time as BBAE’s Chief Investment Officer – isn’t deeply…
Lessons from Charlie Bilello from 2024; 45% of US stocks trading below average P/E, small company optimism soars on Trump anticipation.
Stock market predictions, along with nearly all economic predictions, tend to be terribly inaccurate. So why do we revisit them every year?
Argentina’s stock market is up 153%, and inflation fell from 287% to 2.4%. Will Javier Mieli inspire Trump and Musk to liberalize the US economy?
News Roundup: Fed Cuts Rates but Scares Markets, Forecasts Remain a Fool’s Errand, Argentina Fed: US economy too good for its own good (+ we fear Trump inflation) The Fed’s…
2024 IPO Market Review and 2025 Expectations 2021 marked a historic year for U.S. IPOs, with over 1,000 companies going public, including SPACs. However, this momentum sharply declined in 2022…
Bloomberg’s ETFs in Depth conference showcased the amazing size and growth of the ETF industry, while Tom Lee and Nouriel Roubini shared investing wisdom.