Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
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Macro Pulse: Soft Data, Hard Questions (New York Life Investments)
Amid rampant global policy uncertainty, investors face a difficult truth: clarity may not come soon.
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1st Quarter Commentary 2025 (Horizon Kinetics)
There's no end of news about AI and the grand data-center boom. New technology is always an exciting show. But is…
Does Buffett’s Farewell Represent Peak America? (Firstlinks)
From a stock market perspective, I suspect the answer may be yes. Though commanding a 26% share of the global…
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Stay ahead: Capital Group’s latest insights on today’s dynamic markets
Following recent events, the dynamic between the European and U.S. economies...
