Long-Term AI Opportunity Set Is Astounding

Published on July 29, 2025

There’s a daily onslaught of AI headlines and often tantalizing intraday moves notched by some related stocks. Some investors are tempted to take short-term views of the artificial intelligence investment thesis.

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Europeans, Not Trump, Ended Up Chickening Out

July 29, 2025
Donald Trump’s world tour of arm-twisting on trade has landed its latest deal: A 15% baseline tariff on European Union goods, lowered from the recently threatened 30%, in return for an apparent smorgasbord of continental investments into the US and huge purchases of energy and military equipment.

Federal Reserve: Tension Building

July 29, 2025
The Marriner Eccles Building, home to the Federal Reserve Board, is an imposing structure that fronts the National Mall in Washington D.C. It was constructed in the wake of the Banking Act of 1935, which created clear separation between the Treasury Department and the central bank.