Tariffs Re-Enter the Spotlight

Published on June 8, 2026

Trade policy returned to the spotlight this week as the United States announced new tariffs on 60 countries, with rates of either 10% or 12.5% depending on the trading partner.

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Broadcom’s Post-Earnings Slide Highlights These ETFs

June 8, 2026
Confirming that the bar is high for artificial intelligence (AI) semiconductor makers’ earnings reports, shares of Broadcom (AVGO) plunged 12.59% on June 4, a day after the chip giant delivered quarterly results. The results weren’t the problem. It was a lack of a positive update regarding AI semiconductor demand.

Five Ways Today’s Market Cycle Differs From the Dot-Com Era

June 8, 2026
With tech stocks pushing to new highs on enthusiasm around transformational technologies, the real question isn’t just momentum. It’s whether markets are becoming frothy, even bubble‑like, reminiscent of the dot‑com era. We don’t think so.