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Here's what could go wrong with Nvidia stock over the next five years and what might go right. It's worth noting that Trump has backed off some tariff threats in the past, including a big concession on Wednesday. For its part, Nvidia doesn't manufacture its processors in-house and instead relies mostly on Taiwan Semiconductor Manufacturing for that...
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China's Anker, one of Amazon's largest sellers offering products from power banks to phone cases, has raised prices on a fifth of its products on the U.S. platform since Thursday, in a sign that tariffs on Chinese goods are being passed on to U.S. shoppers. Some 127 Anker products have seen an average increase of 18% since Thursday last week, with the majority of those occurring after Monday, April 7, when U.S. President Donald Trump added an extra 50% import duty on Chinese goods, according to data from e-commerce services provider SmartScout...
Continue ReadingThe Schwab U.S. Dividend Equity ETF typically offers stability, yet global trade tensions could expose its vulnerabilities. Find out why SCHD is rated hold...
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Apple will lose big in a trade war. President Donald Trumpâs decision to slap cumulative tariffs would reduce profit perhaps 15%. Retaliatory levies on overseas sales would be worse...
Continue ReadingFor Q1 2025, the Conventum-Alluvium Global Fund was up 1.7% in USD terms and 1.1% in AUD terms. Click here to read the full letter...
Continue ReadingWe believe shares of Alphabet are significantly undervalued at less than 12x our estimate of normalized earnings. Click here for our GOOG/GOOGL thesis...
Continue ReadingFor Q1 2025, Aristotle Capitalâs Value Equity Composite posted a total return of 0.78% (gross) and 0.73% (net). Click here to read the full commentary...
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