We are starting to see the beginnings of deglobalization: Countries are increasingly at odds with each other. There is wider disparity among political parties.
By Sheraz Mian
Mag 7 earnings for Q4 2025 show a "mixed bag." While Meta and Amazon impressed with AI-driven growth, Microsoft and Alphabet faced scrutiny over massive AI capex, creating a performance gap among tech titans.
The Federal Reserve left interest rates unchanged yesterday, as expected, but the challenges are increasing for identifying the right monetary policy for the path ahead.
Gold consolidates as weak U.S. labor data boosts expectations of Fed easing. Persistent geopolitical tensions and a well-defined long-term uptrend continue to support the bullish case.
The U.S. top marginal income tax rate has averaged 56% since 1913.
AMD shares drop sharply after missing revenue expectations, with technical patterns pointing to continued downside toward key support levels.
The S&P 500 price return was 17% in 2025. However, over the same period, an unhedged Euro investment in the S&P 500 only returned 1%, without counting dividends.