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Is Your Portfolio Prepared for the Tariff Impact?

The proposed tariff plan announced by former President Trump has reignited debates about trade policy and its ripple effects on the economy and financial markets. Tariffs typically increase costs for businesses that rely on imported goods, leading to potential price hikes for consumers. This can suppress demand for products and impact revenue growth for companies […]

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Fed’s Kaplan Said The Economy’s Only Hope Is Widespread Mask-Wearing

Plus, the U.S. reported another record jump in new coronavirus cases, Gilead released positive results from an analysis of its remdesivir treatment in patients severely ill with COVID-19, United reached an agreement with its pilots union, and a top Apple analyst issued a new prediction.

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Dell May Be About To Spinoff Its Stake In VMware & Shares Are Climbing

Plus, the White House is considering new tariffs on $3.1 billion of goods from the EU, the IMF again slashed its economic forecast for 2020, a trio of states in the northeast have imposed a 14-day quarantine for travelers from states in the U.S. that are seeing spikes of coronavirus cases, and Peloton got an upgrade.

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Are current conditions optimal for LEA’s value?

Over the last couple of years, one of the industries that has struggled the most in the stock market has been the Auto industry. That includes stocks in the Auto Components sub-industry. This industry is made up of companies that supply and service automakers. Concern dating back to early 2018 from tariffs and trade tension […]

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Is TRTN a good bet on trade peace?

Last week the U.S. and China signed Phase One of most people anticipate will eventually prove to be a long-term trade deal. Investors are now anxiously awaiting Phase Two discussions, and while an actual, next-stage agreement could take some time, you can bet investors are going to be watching with as much interest and uncertainty […]

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Is X a great value, or just a cheap stock?

Moving into 2020, with trade tensions between the U.S. and its biggest trading partners fading, many analysts are calling for the broad market to continue following its long-term trend that saw an impressive acceleration in pace and strength in 2019. One of the sectors that appeared set to suffer from tariffs on steel and aluminum […]

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Why One Analyst Just Said The Phase One Agreement Is “More Trade Truce Than Deal”

Plus, the House is expected to vote on two articles of impeachment against President Trump today, FedEx delivered disappointing earnings, and Tesla may be preparing to lower prices for its Model 3 in China.

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Does MPC’s -15% drop since Halloween make it a bargain?

This morning, news broke, first from the Chinese, but then shortly afterward confirmed by a Trump tweet, that a Phase One deal had been reached between the two countries. The immediate boon for investors is the fact that because the agreement was reached, tariffs that were set to be imposed in two days, on December […]

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The U.S. & China Have Reached A Preliminary “Phase One” Trade Agreement

Plus, U.K. Prime Minister Boris Johnson won a landslide victory and promises Brexit by the end of January, the House is expected to vote on two articles of impeachment agains President Trump next week, and Oracle shares are down.

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21 Stocks Jim Cramer Says Are Buys Now As U.S & China Land A Trade Deal

The long-awaited “phase one” trade deal has finally been signed off on by President Trump, and Jim Cramer says these 21 stocks stand to gain on the deal.

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SO: solid defensive stock, or overvalued risk?

Over the last couple of weeks, trade concerns have, not surprisingly, taken center stage in the marketplace all over again. Most other indications – jobs and wage growth, interest rate policy – continue to point to the prospect of a stable, manageable economy for the time being, and even the foreseeable future. That means that […]

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Trump Just Tweeted We’re “Getting VERY Close To A BIG DEAL With China”

Plus, jobless claims just delivered a surprise, Saudi Aramco hit a $2 trillion valuation, and Credit Suisse says Apple’s iPhone shipments have dropped by double digits in China.

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December 15 Tariff Increase Still “On The Table” As U.S. & China Haven’t Yet Come To Trade Agreement

Plus, the Fed likely won’t change its interest rate target today, the FAA says re-certifying Boeing’s 737 Max will “extend into 2020,” and the world has a new most profitable public company.

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XRX is up 30% in the last two months – could it go even higher?

For the past year and a half, the Technology sector has been one of the most volatile segments of the economy to try to follow, as tariffs and trade tensions have rocked stocks in practically every industry within the sector to some extent or another. Despite that volatility, a number of those stocks have performed […]

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Trump & House Democrats Just Reached An Agreement On USMCA Trade Deal

Plus, China expects the U.S. to delay the next round of tariff increases, House Democrats just announced two articles of impeachment against Trump, and department stores are in trouble.

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