Warren Buffett’s Berkshire Hathaway has recently emerged as an unusual stronghold in the stormy seas of the U.S. stock market. Contrary to the steep downturns seen in the S&P 500—where a staggering 9.1% drop caused panic among investors—Berkshire’s Class B shares experienced a relatively modest decline of only 6.2%. While this performance might seem commendable,
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As the drumbeat of President Donald Trump’s aggressive tariffs continues to resonate across global markets, the chilling specter of stagflation looms ominously over the American economy. Renowned economist Torsten Slok of Apollo Global Management warns that worsening trade skirmishes could plunge the U.S. into a murky economic quagmire. Unlike typical economic recessions, stagflation—a toxic mix
The trade conflict between the United States and China has escalated significantly, evolving into full-blown economic warfare. Recently, Evercore ISI weighed in on this dynamic, suggesting that China’s quick response to U.S. tariffs is not merely reactive but a strategic maneuver aimed at exerting pressure on the U.S. equity markets. Strategist Neo Wang indicates that
In the ever-volatile semiconductor market, Thursday’s turmoil was unexpected, especially considering the promising tariff relief announced by President Trump. Exempting semiconductors from hefty levies, such as the staggering 32% tariff from Taiwan, initially sparked some optimism. However, this optimism quickly evaporated as market reactions signaled a deeper underlying concern. Investors are right to be skeptical;
The year 2025 has not been kind to the tech industry. After soaring through 2024, companies in this sector found themselves grappling with significant downturns, now sitting around 12% lower compared to the start of this year. This decline casts a shadow over previous gains, leaving many investors worried and gun-shy. The rather dismal performance
Navigating the tumultuous waters of today’s economic landscape can seem like a daunting task, especially when tariffs loom like storm clouds on the horizon. Investors are perpetually looking for ways to shield themselves from the unpredictable vagaries of trade. Quint Tatro of Joule Financial argues that in this chaotic scenario, Alibaba presents an unparalleled opportunity,
In the high-stakes world of tech stocks, Palantir was once heralded as a beacon of innovation and profitability. However, recent developments suggest a shocking disillusionment. Courtney Garcia, a senior wealth advisor at Payne Capital Management, sheds light on Palantir’s dramatic downturn and the dire implications for investors. The 147 times next year’s earnings forward P/E
In the high-stakes world of finance, few narratives are as inspiring as that of Kathryn Glass, co-head of the high-yield fixed-income group at Federated Hermes. With over 27 years of experience, Glass transitioned from the realm of Japan’s literary culture to the complexities of finance, embodying resilience and adaptability. Her journey illustrates not just personal
The rollercoaster ride of the Chinese economy over the past few years has puzzled many analysts, but recent assessments by firms like JPMorgan suggest there’s a potential bounce-back on the horizon. After enduring sluggish growth in consumer spending, which saw retail sales languish at a mere 3.5% increase last year—far below the 9.7% average from
Since the tariffs were implemented under the Trump administration, a palpable tension has gripped the financial markets. There’s an unmistakable anxiety that these protective measures might stifle demand, ultimately steering the economy toward a downturn. This concern reverberates through the stock market, creating a climate of volatility that can feel relentless. Yet, amidst the chaos,