The US-China trade war centers on the dollar/renminbi exchange rate, with China’s massive USD debt creating systemic risks.

Bank of Japan Governor Kazuo Ueda expressed concerns about the heightened uncertainty from U.S. tariff policies, warning that ...

Microsoft's overvaluation, when compared to its peers, was traditionally justified by its strong narrative. Read why I'm ...

Vodafone's Q3 2025 shows promising revenue growth in the UK and emerging markets. Click here to see why VOD stock is a Hold.

SCHD, thanks to its exposure to mature, dividend-paying companies, is withstanding the market shock better. Click here for ...

The escalating trade war with China impacts Apple through higher production costs and potential lost sales. Read why I remain ...

The upcoming week will focus on tariffs, especially after Trump's tariff exemptions for smartphones. Read more to see my ...

Valeura Energy faces extreme uncertainty with an 8.3% YTD price drop and a 14% fall yesterday, amid declining oil prices and ...

High margins and falling estimates weigh on stocks as earnings season drives 2025 market direction. Learn how this shapes ...

Taiwan Semiconductor is a very well-managed company with strong fundamentals and technological leadership. See why I rate TSM ...

Modiv Industrial's portfolio consists of 43 properties, primarily industrial, with significant exposure to California. Read why I upgrade MDV from sell to hold.

Endesa's renewables and network strength are offset by premium valuation and nuclear overhang versus Enel. See why ELEZF ...