SeekingAlpha

Many investors are now questioning whether the US will retain its advantages as President Trump’s trade policies add uncertainty to the outlook across industries. Click to read.

SeekingAlpha

Navigating The New Tariff Landscape

SeekingAlpha

The Height Of Policy Uncertainty

SeekingAlpha

Trump’s tariff shock and its implications for global goods and capital mobility have reset the clock. What did the global economy look like before this? Turns out it was doing pretty well.

SeekingAlpha

The VIX Index of stock market volatility, a key indicator of investors’ uncertainty, hit levels unseen outside of the Global Financial Crisis and the Covid-19 pandemic. Click to read.

SeekingAlpha

The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.

SeekingAlpha

Many investors are now questioning whether the US will retain its advantages as President Trump’s trade policies add uncertainty to the outlook across industries. Click to read.

SeekingAlpha

EFA provides exposure to a diversified selection of developed market stocks. Learn more about EFA ETF and my recommendation here.

SeekingAlpha

EFA: Best Start To A Year This Century, Reiterate Buy

SeekingAlpha

Stocks have rebounded over the last three weeks from the initial shock of the “liberation day” tariffs announced on April 8th. Click to read.

SeekingAlpha

The US economy represents roughly 25% of global GDP but our stocks make up over 50% of total global market cap and 75% of the MSCI World index. Click to read.

SeekingAlpha

IQDG: Lagging The Benchmark And Some Competitors