President Donald Trump has stunned global markets by threatening to impose 100% tariffs on all Chinese imports as soon as November 1, a move that would mark a dramatic escalation in the U.S.–China trade war. In a series of posts on his Truth Social platform and remarks to reporters, Trump blasted Beijing’s latest curbs on critical mineral […]
Policy
Powell’s Dovish Turn at Jackson Hole 2025: Independence Under Fire
I’ve been closely following Federal Reserve Chair Jerome Powell’s speeches for years, and his August 2025 Jackson Hole address felt different. In that high-profile speech, Powell struck a decidedly dovish tone, hinting that interest rate cuts may be on the horizon – a stance that aligned uncannily well with President Donald Trump’s very public demands for easier monetary […]
Meta’s Earnings Soar on AI Boost, While Amazon’s Spending Tests Investor Patience
Big Tech’s Mammoth AI Investments Begin to Pay Off After years of pouring billions into artificial intelligence (AI) infrastructure, Big Tech is finally offering evidence that these investments can drive business growth. Recent earnings reports show AI-powered services boosting revenues at companies like Meta (Facebook’s parent) and Google, even as expenses swell. Meta Platforms in particular delivered […]
Why I Believe the U.S. Stock Market is Overvalued and Vulnerable to a Correction
I have been investing and analyzing markets for over a decade, and rarely have I seen such a perplexing mix of euphoria and underlying risk as I do now in the U.S. stock market. Over the past few months, stocks have surged to levels that feel detached from economic reality, reaching fresh highs as of July 2025. […]
People Will Always Pay for the Best – The Financial Upside of Being #1
Being the best in a field has long been seen as a ticket to outsized rewards. Whether in business, sports, entertainment, or any competitive arena, those at the very top often reap disproportionate financial gains. The premise is simple: people will pay a premium to get the best – be it the top-performing product, the top talent, or the top […]
UK Wealth Tax: Why It’s Unlikely and Potentially Disastrous
Wealth Exodus After Recent Tax Changes Luxury Homes, Fewer Buyers: is there a wealth exodus? A row of multimillion-pound houses in London’s exclusive Chester Square sits on the market with price cuts, reflecting waning interest from the world’s wealthy elite. Is this a sign? Wealth advisers are apparently reporting that “footloose” super-rich individuals are losing interest […]