President Donald Trump's 90-day pause on trade tariffs for everyone but China instantly revived the American economic exceptionalism narrative. The headlines will shift to U.S. tax cuts - and the ...

A higher equity-risk premium typically means the additional reward for owning risky assets like stocks over ultrasafe assets such as U.S. government debt is increasing as stocks become cheaper and ...

Sure, it'll be a bumpy ride - but real adventures always are. Reagan drew the map, Trump stomped the gas, and somewhere down this pot-holed, tariff-paved highway, America might just rediscover the ...

Giroux also has a portfolio underweight to Nvidia (NVDA) on concerns about growth in the company's Blackwell 200 chipset sales. Instead, he favors Advance Micro Devices (AMD) because the thinks it ...