Trump and the Fed are more optimistic about the US economy than investors

Trump and the Fed are more optimistic about the US economy than investors

Traders are selling stocks and indexes are lagging.

Phil Rosen
Best Ideas ClubBest Ideas Club
An $11.2 billion portfolio manager reveals his top health-tech bet for 2025
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An $11.2 billion portfolio manager reveals his top health-tech bet for 2025

Veteran portfolio manager Allen Bond's best idea for 2025.

Phil Rosen
Trump created a strategic bitcoin reserve with caveats

Trump created a strategic bitcoin reserve with caveats

Bitcoin's price dropped immediately on the news.

Phil Rosen
Trump's tariffs test the stock market's pain tolerance

Trump's tariffs test the stock market's pain tolerance

The White House is putting pressure on a critical component of economic stability.

Phil Rosen, +1
Trump vs. the Fed: Who saves the stock market first?

Trump vs. the Fed: Who saves the stock market first?

Tariffs are sinking markets and the S&P 500 is negative on the year.

Phil Rosen
The stock market is finally taking Trump's tariffs seriously

The stock market is finally taking Trump's tariffs seriously

The S&P 500 just had its worst day of 2025.

Phil Rosen
Why the strategic crypto reserve should only include bitcoin

Why the strategic crypto reserve should only include bitcoin

Elevating speculative projects to a government stockpile leaves room for bad actors.

Phil Rosen
Best Ideas ClubBest Ideas Club
Wall Street ditched this semi stock after the pandemic — but it's set to double this year
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Wall Street ditched this semi stock after the pandemic — but it's set to double this year

Veteran portfolio manager Justin Deutsch's best idea for 2025.

Phil Rosen
The stock market wasn't supposed to look like this under Trump 2.0

The stock market wasn't supposed to look like this under Trump 2.0

US equities are under-performing the rest of the world to start 2025.

Phil Rosen
Nvidia delivered on earnings but still gave investors reason to worry

Nvidia delivered on earnings but still gave investors reason to worry

Takeaways from an eye-watering AI earnings report.

Phil Rosen
Nvidia earnings will test investors' AI addiction

Nvidia earnings will test investors' AI addiction

The most important stock in the world reports quarterly results after the bell.

Phil Rosen
Corporate America is positioning for a world shaped by Trump

Corporate America is positioning for a world shaped by Trump

Apple, Citadel, JPMorgan and others are embracing the America-first agenda.

Phil Rosen
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