For Q1 2025, Andvari is up 7.2% net of fees while the SPDR S&P 500 ETF (SPY) is down 4.3%. Click here to read the full letter...
Continue ReadingDavid Tepper didn't amass a net worth of $21.3 billion by thinking conventionally. If you look at the top holdings in Tepper's Appaloosa Management portfolio, you'll probably quickly see that the billionaire seems to like artificial intelligence (AI) stocks. Amazon (NASDAQ: AMZN) has been an AI leader for years...
Continue Reading(Bloomberg) -- There’s virtually nowhere to hide for many US technology companies under President Donald Trump’s new tariff regime, the harshest in a century.Most Read from BloombergHousing Agency Aims to Relocate Its DC HeadquartersMetro-North Is Faster Than Acela on NYC-New Haven Route After Signal UpdatesLocal Governments Vie for Fired Federal WorkersLondon Clears Final Hurdle for More High-Speed Trains to EuropeWhat Would ‘Transportation Abundance’ Look Like?After Thursday’s slump wiped $1.4...
Continue ReadingDow Jones Futures Dive As China Retaliation Vs. Trump Tariffs Raises Recession Fears...
Continue ReadingChina has just announced retaliatory tariffs, and these stocks are getting hit hardest...
Continue ReadingTrump Says Stocks Will Boom After Tariffs, That Depends on His Dealmaking—and China. 4 Other Things to Know Today...
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Continue ReadingAmazon's 20% correction presents a rare entry point. Learn why AMZN stock is a buy below $200, with high-growth potential in AI, AWS, and Advertising...
Continue ReadingApple has come under pressure amid fears of tariff impacts, which are likely to be less significant than market expectations. See why AAPL stock is a Buy...
Continue ReadingThe tariff-fueled sell-off has erased $800 billion from Magnificent Seven stocks...
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