From Verizon's earnings today, it seems companies are just going to give guidance as if there was no uncertainty. What Verizon did: Still, the telecommunications company stood by its 2025 guidance of adjusted earnings per share growth of between 0% …
By Peter Loftus Drugmakers Roche and Regeneron said they will spend billions of dollars to expand U.S. manufacturing, the latest pharmaceutical companies to commit to American production as new and future tariffs loom over medicines made abroad. Roche will invest …
All the book money tied up in various financial assets seems to be afraid of a collapse of the monetary system and is trying to find its way into real tangible assets. Here’s a small illustration of the problem (all …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …
Everyone’s acting like we’ve hit the bottom, but I’m not buying it. The market seems priced for a light 10% tariff scenario, yet the global trade situation is still a mess. There’s been little to no progress with China, and …
Fund manager City Of London Investment Group on Tuesday reported a $170 million outflow from emerging markets in the three months to March 31, citing uncertainty from tariffs imposed by U.S. President Donald Trump. Trump's tariffs have caused turbulence in …
With the current market conditions following the actions of Pres. T. I think it's fair to predict the market will welcome his leave of absence. Should we think about the current market conditions as a small business? The company I …
I'm not American, but I've been investing heavily in the U.S. market. Nearly 80% of my assets are in U.S. stocks. I believe in great capability in technology of Big tech and the solid foundation of the U.S. financial system. …
[Story](https://archive.is/RZ8Rb#selection-2455.0-2455.78) Hats off to the administration for this AMAZING accomplishment. It takes coordinated ineptitude to pull this off and the administration delivered it in spades. To be clear, this is not the end of the world. The world is fine …
The point of this post is not to say there won't be impacts. I think the impacts will be significant, but I think concerns about shortages are premature. [This article about blank sailings from China](https://www.cnbc.com/2025/04/16/trade-war-fallout-china-freight-ship-decline-begins-orders-plummet.html) got a lot of attention, …