Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump with this daily recap compiled by The Fly: CRYPTO AS FEDERAL MORTGAGE ASSET: FHFA Director William Pulte has ordered Fannie Mae (FNMA) and Freddie Mac (FMCC) to explore crypto as an asset for single-family mortgage applications without converting it to U.S. dollars, CNBC’s MacKenzie Sigalos reports. Only digital assets held on U.S.-regulated, ce...
Continue ReadingAlphabet's diversified innovation pipeline and risk management make it my strongest long-term conviction. Find out why GOOG stock is a Buy...
Continue ReadingSince the stock market bottomed out on April 7, weâve seen most (though not all) of the biggest tech stocks rocket higher. Whatâs behind the resumption of the Big Tech trade? Read more here...
Continue ReadingFor an asset class touted as a boring alternative to volatile cryptocurrencies like and stablecoins have generated plenty of attention this June. The Senate advanced legislation last week to establish a regulatory framework for stablecoins. Stablecoins—which are a type of cryptocurrency pegged to assets like the U.S. dollar—have a laundry list of use cases, and their market capitalization is primed to almost double from $260 billion today to $500 billion by the end of 2026, according to forecasts from Seaport Research Partners...
Continue ReadingGenerating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities...
Continue ReadingThomas Wolf, co-founder and chief science officer at Hugging Face, has cast doubt on the belief that current artificial intelligence systems will lead to major scientific breakthroughs. Wolf told Fortune that today's large language models, or LLMs, excel at providing answers but fall short when it comes to formulating original questions. “In science, asking the question is the hard part,” he said. “Once the question is asked, often the answer is quite obvious, but the tough part is really asking...
Continue ReadingThe S&P 500 may be in a bubble as stagflationary risks rise. The recent bounce was due to multiple expansion. Learn what could trigger a market correction...
Continue ReadingThe Touchstone Sands Capital Select Growth Fund (Class A) outperformed its benchmark Index for Q1 ended March 31, 2025. Click here to read the full commentary...
Continue ReadingThe AMG River Road Small Cap Value Fund returned -3.94% for the first quarter of 2025, outpacing the Russell 2000 Value Index, which returned -7.74%...
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