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Stocks and Equities
Equities, stocks, and company specific information
The positives for quarterly reporting are too high to ignore
The Trump DOJ is grasping at straws using terrible letters
The actual tariff rate is much lower than the headline rates
Nobody knows why stocks are up
ESG vs anti-ESG can both lead to crappy returns
The recent job numbers likely pause any short-term rate cuts
Dividend stocks are a good vol hedge, although they are not perfect
Trump’s backup tariff plan relies on more untested theory
Why I’ve gone long: checks, balances, and FRCP 65
A date to watch: May 7th for the potential semiconductor tariff announcements
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