Technology: Stocks Are Selling Off, Creating More Investment Opportunities
The median US technology stock is undervalued, with a reasonable margin of safety. We see hardware as the most undervalued, ...
Industrials: Market Pullback Provides More Investment Opportunities
Amid growing concerns about slowing US growth, exacerbated by the Trump administration’s fluid global trade policy, the ...
Tesla: We See Some Risk to Our Near-Term Outlook From Tariffs but Long-Term Outlook Unchanged
We estimate tariffs on these products could add at least 5%-10% to the vehicle cost. Higher costs require Tesla to either ...
Q1 2025 in Review and Q2 2025 Market Outlook
We put performance trends for stocks, sectors, bonds, and funds into perspective, and offer outlooks for the next quarter.
Biopharma Industry: Exempt From Global 10% Tariff, but We Still See Margin and Tax Rate Risks
Previously implemented tariffs on pharmaceutical imports from China (raised from 10% in February to 20% in March) appear ...
For Agriculture Inputs, We See Small Impact from Tariffs, as Costs Are Largely Passed Along to Farmers
US President Donald Trump announced sweeping tariffs, with a minimum 10% tariff on all US imports and higher rates for select ...
Gen X, staring down retirement, is the group most afraid of running out of money right now. They should be.
The big stock-market selloff that greeted investors Thursday morning - the day after President Donald Trump unveiled his tariffs against, well, just about everyone - has only served to reinforce one ...
CACI International Wins $54 Million Task Order to Support U.S. Army Ground Sensors
CACI International has been awarded a five-year order valued at up to $54 million to support and enhance ground sensors for the U.S. Army.
US Defense Manufacturers: Tariff Impact Muted by Largely Domestic Supply and Limited Exports
President Donald Trump imposed new tariffs on imports from US global trading partners with the stated intention of boosting ...
Here's how long Trump has to negotiate on tariffs - or risk serious damage to stocks and the U.S. economy
The expectation that the Trump administration will cut deals with trade partners to reduce or eliminate the tariffs announced on Wednesday appeared to be investors' last, best hope for the U.S.
CoinDesk Bitcoin Price Index Lost 5.77% to $81922.42 — Data Talk
CoinDesk Bitcoin Price Index is down $5019.01 today or 5.77% to $81922.42 --Lowest 4 p.m. level since March 13, 2025 when it traded at $80136.38 --Largest percentage decrease since March 3, 2025 when ...
Sangamo Therapeutics Enters Capsid License Agreement With Lilly
Genomic medicine company Sangamo Therapeutics said it entered a license agreement with Eli Lilly, under which Lilly received rights to employ Sangamo's proprietary capsid, STAC-BBB, for up to five ...