Gold Just Hit a New Record. What’s Next?
Gold hit a new all-time high on Monday, Feb. 3, driven by a wave of investment towards haven assets after US President Donald Trump’s decision to impose commercial tariffs on…
What’s Next for UK Multi-Asset Funds?
UK multi-asset fund returns rebounded again last year, and strong equity returns did the lifting. Nevertheless, many funds, and particularly those in the flexible allocation Morningstar Category, struggled to capture…
USPS temporarily suspends some inbound packages from China, Hong Kong
A United States Postal Service worker pushes a cart of packages in New York City, on Dec. 4, 2023. Brendan Mcdermid | Reuters The U.S. Postal Service said Tuesday it’s…
Trump says U.S. will ‘take over’ Gaza to develop it, and Palestinians should leave
watch now President Donald Trump on Tuesday evening said the United States “will take over the Gaza Strip,” and “we’ll own it.” Trump said that all Palestinians currently living in…
AMD reports profit beat, but misses on data center revenue
AMD CEO Lisa Su. Courtesy: AMD Advanced Micro Devices reported fourth-quarter results on Tuesday that beat Wall Street expectations for sales and earnings, but the stock fell about 6% in…
A trader’s guide to surviving Trump’s trade war market volatility: 4 questions you should ask
With tariff uncertainty expected to loom over markets for the foreseeable future, here are four questions traders should ask to navigate the volatility, according to Nicholas Colas, co-founder of DataTrek…
Alphabet shares drop as much as 9% on revenue miss, soaring AI investments
Sundar Pichai, CEO of Google and Alphabet, attends the inauguration of a new hub in France dedicated to the artificial intelligence sector, at the Google France headquarters in Paris, France,…
UK Investment Trusts vs Saba Capital: 5-0
US activist investor Saba Capital has been defeated four times in two days in its bid to force management change on seven UK-listed investment trusts. With today’s general meetings, this…
Diageo Earnings: Impact of US Tariffs Should Be Shortlived
We maintain our GBX 2,590 fair value estimate for wide-moat Diageo DGE after the firm reported its results for first-half fiscal 2025. Revenue increased ahead of our estimates. However, EPS…
Palantir Earnings: Raising Stock Valuation as AI-Value Chain Justifies Excitement
Palantir’s outstanding fourth-quarter results, rapid growth amid the artificial intelligence arms race, and strategic positioning in the AI-value chain further solidify our base case expectations that this company can be…