Trading Blows The spotlight falls squarely on tariffs this week, as trade policy developments have increasingly dominated market narratives over the past month. Initially, the Trump administration had announced that tariffs on imports from Mexico (25%), Canada (10% for energy, 25% for non-energy), and China (10%) would go into effect at the start of February….Read more
AI Check-Up Though most major companies have already reported results this earnings season, one of the most anticipated releases still lies ahead: NVIDIA. As the dominant provider of the advanced chips that power artificial intelligence, NVIDIA has been the most important bellwether for the technology. While its earnings reports have all been market moving since…Read more
Study Abroad The conversation around investment opportunities abroad has picked up over recent weeks, and deservedly so. A quick glance at major equity indices around the globe shows us that many are outperforming the S&P 500 year-to-date (YTD), and by a wide margin. In the interest of blog brevity, we’ll focus on two main areas…Read more
