NEWS
-
How Strategic Conviction Beats Market Uncertainty in 2025
Uncertainty is the prevailing theme in today’s markets. Banks, analysts, and financial advisors are voicing concerns about where the global economy is headed, and many investors are frozen by the noise. However, history shows that in periods of confusion, it is conviction, not hesitation, that creates the most wealth. We are in a transitionary moment…
-
China’s Net Share Sale Restrictions Aim to Stabilize Markets
China has introduced daily restrictions on net share sales by hedge funds and large retail investors in a strategic move to stabilize its financial markets. This development is closely tied to the ongoing trade tensions between China and the United States, a conflict that has significantly impacted global economic dynamics and investor sentiment. These restrictions…
-
Revealing the Hidden: How the US is Restructuring the Global Trading System
Global trade is imbalanced: The U.S. carries an outsized burden by supporting the world economy through its reserve currency and open markets. Overvalued U.S. dollar: High global demand for dollar reserves makes U.S. exports expensive and weakens domestic manufacturing. Manufacturing decline: The current system contributed to offshoring jobs and hollowing out U.S. industrial capacity. Geopolitical…
-
Alphabet and Nvidia Back $32B Safe Superintelligence Startup
Alphabet and Nvidia are backing a bold new chapter in artificial intelligence through their investment in Safe Superintelligence (SSI), a startup launched by Ilya Sutskever, the renowned co-founder and former chief scientist of OpenAI. This strategic move underscores the growing momentum in the AI landscape and highlights the confidence top tech players have in Sutskever’s…
-
China Hikes Tariffs on US Goods to 125%, Hints Trade War May Be Nearing a Resolution
China announced it will raise tariffs on all US goods to 125% starting April 12, escalating its response to Washington’s earlier decision to lift tariffs on Chinese imports to 145%. The move, confirmed by the Ministry of Finance on Friday, marks a significant intensification of the trade dispute but also hints that tensions may have…
-
Pharmaceutical Giants Warn Europe of Large Investment to the US
Pharmaceutical companies are sounding the alarm to the European Commission, warning of a potential investment exodus to the United States if proposed tariffs are implemented. This stark message, backed by a survey of 18 major international firms, suggests that 85% of their capital expenditure and 50% of their R&D budgets—estimated at $112.9 billion—are at risk…
-
Can China Lower Labor Costs to Offset U.S. Tariffs?
China’s manufacturing strength has long been anchored in its vast labor force, once able to provide low-cost production at massive scale. With rising U.S. tariffs raising the price of Chinese goods abroad, especially in America, it’s natural to ask: could China simply lower labor costs again to remain competitive? On the surface, the idea appears…
-
CPI Falls Into Line: Setup for a new round of monetary easing is quietly taking shape
Markets received a critical data point this week: U.S. CPI surprised to the downside across the board. Headline CPI for March came in at -0.1% MoM, well below the expected +0.1%, and YoY inflation slowed to 2.5%. These numbers point to a clear disinflationary trend — one that may be stronger than previously assumed. The…
-
France’s Growing Double Deficit in 2025: Economic Risks and Outlook
France is currently grappling with a deepening economic imbalance marked by what analysts call a “double deficit” — a simultaneous widening of the trade deficit and a persistent public spending shortfall. In February 2025, the trade deficit surged to EUR 7.9 billion, the highest since September of the previous year. This marked a sharp increase…
-
The Medallion Fund: Unmatched Returns and a Rare Setback
The Medallion Fund, managed by Renaissance Technologies, is widely considered the most successful hedge fund in history. Since its inception in 1988, it has delivered an unmatched average annual return of 66% before fees and 39% after fees, outperforming investment legends like Warren Buffett and George Soros. Its success is rooted in a 100% algorithmic…