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Investors Are Not as Optimistic as Corporate Executives About Tariff Refunds
CHART OF THE DAY GOOD MORNING! Companies are shooting their shot, rushing to file lawsuits to get a piece of the tariff refunds pie. Investors...
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First to Market
No Matter What Nvidia Does It’s Never Enough
CHART OF THE DAY GOOD MORNING! Nvidia remains stuck in its flop era despite delivering earnings beats so big yesterday that it makes you question...
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Can Nvidia, The GOAT, Hold Onto Its Moat?
CHART OF THE DAY GOOD MORNING! Nvidia’s AI castle is no longer considered impenetrable because of its deep and wide moat. Earnings from the chip...
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First to Market
Citrini Article Just Makes Staples Look Even Hotter
CHART OF THE DAY GOOD MORNING! Yesterday’s market losses in shares of everything from DoorDash to American Express to Mastercard show that it still hadn’t...
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The Trade War isn't Over. Here’s Why Stocks Rallied Friday.
CHART OF THE DAY GOOD MORNING! Stocks finished higher Friday in a volatile trading day after the Supreme Court’s 6-3 decision to strike down tariffs...
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Every Company's Getting Into AI From Toilet Makers to Diamond Miners
CHART OF THE DAY GOOD MORNING! When international visitors to Japan head back home, the toilets are almost always a popular topic of conversation. Typically...
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Nvidia Does Some Pruning of Its AI Portfolio Bonsai
CHART OF THE DAY GOOD MORNING! Investors hoping for a preview of Nvidia's quarterly earnings (scheduled to take place in less than a week's time,...
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Europe and the U.S. Defense Moat
CHART OF THE DAY GOOD MORNING! A key priority for France's Emmanuel Macron on his current trip to India is to celebrate (and finalize the...
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State Capitalism with American Characteristics Keeps Failing – No Matter the Party
CHART OF THE DAY GOOD MORNING! The experimental "state capitalism with American characteristics" engaged in by both President Trump and former President Biden seems to...
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Americans Are Paying for Tariffs but Impact on Inflation Remains Unclear
CHART OF THE DAY GOOD MORNING! There’s even more research now that suggests that Americans are the ones who bore the burden of tariffs last...
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