Trading Day: Trump pummels Powell
In a pointed post on his Truth Social platform, Trump said the U.S. economy is headed for a slowdown “unless Mr. Too Late, a major loser, lowers interest rates NOW.”…
Fresh Trump markets turmoil as Reeves heads to Washington
Paul Ashworth at Capital Economics, said: “Firing Powell would just be the first step in dismantling the Fed’s independence. If Trump is set on lowering interest rates then he will…
Coupang, Inc. (CPNG): A Bull Case Theory
We came across a bullish thesis on Coupang, Inc. (CPNG) on Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on CPNG. Coupang, Inc. (CPNG)’s share…
World’s economic chiefs face Trump’s trade war in Washington
China is the closest US competitor, as well as Trump’s main target as he’s convinced it unfairly benefited from globalization and freer trade at America’s expense. Beijing only joined the…
Can President Trump Fire Fed Chair Jerome Powell?
Gura: Mike, you and I are speaking on Monday morning, and already today, President Trump has called Federal Reserve Chair Jerome Powell “a major loser” in a post on TruthSocial.…
The stock market may not have fully priced in a recession: Chart of the Week
As the dust settles and markets wait for more information on the result of the administration’s 90-day tariff pause, the pressing question for investors is how much of an economic…
Amazon.com, Inc. (AMZN): Among Billionaire David Tepper’s Top Stock Picks
Outside of finance and sports ownership, Tepper’s career includes a series of formative positions that shaped his reputation and investment philosophy. After earning his economics degree, he worked as a…
PDD Holdings Inc. (PDD): Among Billionaire David Tepper’s Top Stock Picks
Outside of finance and sports ownership, Tepper’s career includes a series of formative positions that shaped his reputation and investment philosophy. After earning his economics degree, he worked as a…
Lyft, Inc. (LYFT): Among Billionaire David Tepper’s Top Stock Picks
Outside of finance and sports ownership, Tepper’s career includes a series of formative positions that shaped his reputation and investment philosophy. After earning his economics degree, he worked as a…
Alphabet Inc. (GOOGL): Among Billionaire David Tepper’s Top Stock Picks
Outside of finance and sports ownership, Tepper’s career includes a series of formative positions that shaped his reputation and investment philosophy. After earning his economics degree, he worked as a…