Star Stock Pickers Must Now Beat Their Clones

Published on April 28, 2025

It’s harder to make it as a professional stock picker than it used to be, which is saying a lot because it was never easy.

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How Trump Could Champion Fair Trade — and Save the WTO

April 28, 2025
US economic policy is still, let’s say, lacking in strategic clarity. It continues to oscillate; where it will end up is hard to say. But events have yielded some new information: President Donald Trump is alert to “yippy” financial markets.

Big Tech’s Earnings Problem Is Estimates May Be Way Too High

April 28, 2025
The last time Big Tech delivered earnings, Donald Trump had just started his second term, stocks were soaring on expectations of a pro-growth agenda and investors’ main worry was how long it would take companies to convert their artificial intelligence spending into profits.