Don’t Worry About China Tariffs

Published on March 4, 2025

It’s not U.S. tariffs we need to be fixated on to gauge China’s economic growth trajectory but the ability of its leadership to rebuild confidence among entrepreneurs and consumers.

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Estimates By Analysts Have Gone Parabolic

March 4, 2025
Just recently, S&P Global released its 2026 earnings estimates, which, for lack of a better word, have gone parabolic. Such should not be surprising given the ongoing exuberance on Wall Street. As noted last week, correlations between all asset classes, whether international or emerging markets, gold or bitcoin, have all gone to one.

QuantStreet March 2025 Letter: Geopolitics

March 4, 2025
We wrote in last month's letter that the U.S. stock market had to meet lofty earnings expectations to maintain its strong performance relative to global benchmarks, while the latter had a lower bar because of considerably cheaper valuation multiples and higher dividend yields.