The U.S. economy seems to continue its resiliency following the tariff-related distortions during the first and second quarter of 2025, with the preliminary reading of Q3/25 GDP showing the U.S. economy growing 4.3% q/q annualized. Consumer spending accelerated in Q3/25 while business investment and government spending remained healthy, alleviating concerns that the softening in U.S.ContinueContinue reading “Bottom Fishing Beaten Industries and Cyclical Opportunities in 2026”
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Eight Things to Watch in 2026
This year has certainly been full of surprises for investors, with AI remaining the core equity investment theme. DeepSeek translated to a brief correction in the U.S. favorite AI names in February and March, followed by the U.S. tariffs announcement that escalated in April, then the U.S. bombing Iranian nuclear facilities in the summer, andContinueContinue reading “Eight Things to Watch in 2026”
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