Over the past month or so, investors and companies have been bracing for a full-scale economic decoupling between the world’s two largest economies – China and the US – all thanks to Trump. In fact, it got so bad, many companies scrambled to import goods before tariffs kicked in. They also started to reroute supply chains. And of course, recession fears exploded.But this trade war may be behind us now…
Read MoreA couple of weeks ago in MoneyMorning, I shared “four principles when investing in times of market turmoil”. One of them was – “Time in the market matters, not market timing”. Here’s what I said,
Read MoreIt’s no secret tech stocks have been the biggest victims of Trump’s 2025 trade war. The CNBC Magnificent 7 Index is down over 24% in 2025 so far – showing no signs of bottoming. So, it comes as no surprise to see increasing number of headlines and commentary declaring that the AI Bubble has popped. Or something along those lines. But I think these fears are reactionary and overblown. Here’s why…
Read MoreIf you thought the AI frenzy was starting to cool off, think again. The most highly anticipated tech event of 2025 – Nvidia’s GPU Technology Conference (GTC) – just wrapped up in California. Dubbed the “Super Bowl of AI,” it brought together thousands of developers, engineers, researchers, and business leaders to discuss the future of artificial intelligence, computing, robotics, and beyond. And, as expected, Nvidia’s CEO Jensen Huang stole the show.
Read MoreIt’s chaos out there for stocks and markets – well the US market that is. Over the past month, the Nasdaq and S&P500 have dropped +13% and +9%, respectively. And there doesn’t seem to be any bottom in sight right now. But it’s not surprising. Tit-for-tat tariffs are driving uncertainty and volatility.
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