Investors watching shares fluctuate widely on Tuesday might have missed a potentially important development in the Trump administration. The public spat is, at least, a watch item for investors because both men have the president’s ear...
Continue ReadingLakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter. A copy of the letter can be downloaded here. February was a volatile month for global equities due to the deluge of Trump headlines. However, the portfolio’s holding companies continue to press their advantages and execute on their growth […]...
Continue ReadingTesla (TSLA) stock has hit a roadblock in the past three years, and investors are growing wary of CEO Elon Musk and his impact on Tesla’s brand. Earlier this month, the American electric vehicle (EV) giant reported 336,681 cars delivered in Q1 2025, representing a 13% year-over-year decline from Q1 2024. The figure missed analyst expectations of 370,000 vehicles and prompted a JPMorgan analyst to reiterate an Underweight rating on Tesla and express concerns over “unprecedented brand damage.” As...
Continue Reading(Bloomberg) -- Supply Lines is a daily newsletter that tracks global trade. Sign up here.President Donald Trump’s so-called reciprocal tariffs are now in place, dealing a thunderous blow to the world economy as he pushes forward efforts to drastically reorder global trade.Trump’s latest tariffs push levies imposed on China this year to as high as 104%, along with import taxes on roughly 60 trading partners that run trade surpluses with the US. That comes after a 10% baseline tariff for most US t...
Continue ReadingQuantum computing stocks have been on a roller coaster ride. Is Rigetti's 61% price drop a buying opportunity or just the beginning of a regrettably necessary correction?...
Continue ReadingApple Inc.'s business model is under pressure due to the U.S.-China trade war, making the current stock price unattractive as more downside is coming. Read why I rate AAPL as Sell...
Continue ReadingElectric vehicle sales in the kingdom totalled just 2,000 last year, according to Telemetry analyst Sam Abuelsamid, fewer than Tesla sold between breakfast and dinner on an average day. But Saudi Arabia has huge plans for EVs that Tesla has not been able to tap, partly because of a feud between its billionaire CEO Elon Musk and the kingdom's powerful Public Investment Fund sovereign wealth fund that dates back to 2018...
Continue ReadingLuxshare Precision Industry, a key assembler of the iPhone and other Apple products, said it will maintain large-scale production in Vietnam and continue exports from there to the U.S., responding to President Trump’s tariffs...
Continue ReadingApple produces around 90% of its iPhones in China, according to Wedbush Securities analysts...
Continue ReadingApple's stock has dropped nearly 35% from its high, but is likely to be a first source of a market rebound. Read more on why I think investors will be drawn to AAPL...
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