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Investors' optimism for Fed rate cuts is drowning out tariff anxiety

Investors' optimism for Fed rate cuts is drowning out tariff anxiety

Disinflation and a dovish shift at the central bank are fueling record stocks.

Jul 1, 2025
Foreign investors still see the US stock market as the best game in town

Foreign investors still see the US stock market as the best game in town

Tariff fears and headlines haven't led foreigners to ditch US equities.

Jun 30, 2025
This large-cap growth machine has no competitors and a sticky product that will fuel the stock another 20%
Best Ideas Club

This large-cap growth machine has no competitors and a sticky product that will fuel the stock another 20%

Veteran investor Larry Tentarelli shares his highest conviction stock for the next 12 months.

Jun 29, 2025
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Traders increasingly believe the labor market is calling for rate cuts

Traders increasingly believe the labor market is calling for rate cuts

Unemployment pressures are growing for everyday Americans.

Jun 27, 2025
The stock market has completely ignored the wall of worry: 4 charts

The stock market has completely ignored the wall of worry: 4 charts

Record high stocks are now tracking for an above-average post-election year.

Jun 26, 2025
Oil prices are collapsing like they did during the pandemic and 2008 financial crisis

Oil prices are collapsing like they did during the pandemic and 2008 financial crisis

Just days ago analysts forecasted war and $100 oil.

Jun 25, 2025
Markets acted like the Iran conflict was over before the peace deal arrived

Markets acted like the Iran conflict was over before the peace deal arrived

Wall Street had already positioned for short-lived turmoil in the Middle East.

Jun 24, 2025
What Wall Street expects after the US strike on Iran

What Wall Street expects after the US strike on Iran

Veteran investors explain how markets could respond to the geopolitical uncertainty.

Jun 23, 2025
No one sees this high-upside AI play because it's masquerading as a restaurant stock
Best Ideas Club

No one sees this high-upside AI play because it's masquerading as a restaurant stock

Alger portfolio manager Amy Zhang shares her highest conviction stock for the next 12 months.

Jun 22, 2025
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