Alphabet’s Discounted Valuation Is an Antidote to Tariff Risk

Published on February 4, 2025

Despite being targeted by Beijing in retaliation to US trade tariffs, Alphabet Inc.’s durable growth and attractive valuation may offer insulation from all the geopolitical uncertainty.

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Stay Long Gold, Just Not as a Hedge

February 4, 2025
In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.

Traders Rush to Safety in Loan ETFs Again on Interest-Rate Pain

February 4, 2025
Investors plowed record cash into a pair of leveraged loan ETFs last week, in a high-conviction bet that the Federal Reserve will be slow to slash interest rates.