Trump isn’t responsible for the secular decline. But he will soon speed things up.

The market strutted into Friday thinking it was at a celebration and stumbled out looking like it had been blindsided at the bar.

If you think that’s Kevin Hassett opining, you’d be wrong. It’s actually CEA Chair Ed Lazear on May 8, 2008. NBER retrospectively determined that the business cycle peak was December 2007, so that a recession was underway for 4 months by that time.

Romania’s second quarter release confirms the economy is in quasi-stagnation. Public investments, mainly from EU funds, remain the main hope for a growth revival. We keep our 2025 growth forecast at 0.3% and revise 2026 to 1.4% from 1.7%

Berkshire Hathaway’s portfolio is filled with quality stocks, many of which pay dividends to shareholders. Some have even paid rising dividends each year, for decades on end.

Broadcom, Inc., a direct competitor to Nvidia in AI chip making, saw its Q3 free cash flow surge again, along with a rise in its FCF margins on strong AI-related chip demand. 

The EU ordered Google to end these behaviors within two months or risk a potential breakup. This marks one of the largest EU fines against a company, following the €4.12 billion Android fine in 2018.

Some decline in the mortgage rates starting to emerge...

The gold miners’ stocks just surged within spitting distance of new record highs. Achieving them will be a momentous technical and sentimental milestone, as their last record close was a shocking 14 years ago.

We started the week at 6460 and closed at 6481. Basically unchanged. Yet underneath that boring surface, we had a 90-point reversal today alone. We exploded to 6530 this morning, then crashed right back to my key 6450 level.

We examine five managed healthcare stocks (companies) to assess whether they have recovered from recent industry challenges or remain “sick”.

Initially, stocks rallied on the expectations of a rate cut at the next Fed meeting later this month. But then the wiseguys thought about it and decided to sell, sell, sell.

Witness negative revisions 77 percent of the time, with more coming.

It has been more than a month since Trump said on August 11th that his administration was “looking at” moving cannabis from Schedule I to Schedule III and would “make a determination over the next few weeks”.

Tsumura Co manufactures and sells Kampo medicine, a traditional form of medicine in Japan.

London stocks edged higher on Friday, buoyed by gains in heavyweight banks and industrials, as investors digested corporate updates and retail sales data.

PepsiCo isn’t a growth rocket right now. North American volumes remain soft, and profitability has clearly slipped since 2023. That explains the stock’s pullback.

Build A Bear Workshop has been quietly crushing expectations, with back-to-back record quarters and growth that puts many bigger toy brands to shame.

Today’s report was weaker than it’s been. 22,000 new jobs versus 75,000 expected. Government was the largest culprit, losing 15,000 jobs.

Distillate fuels saw their inventories grow by 1.7 million barrels, though we’re still sitting 13% lower than the five-year norm.