For the past couple of years market participants have learned that whenever the market dropped, it would come roaring back. The lesson seemed clear: Any sign of weakness was temporary and presented a buying opportunity. While that rule didn’t work very well in 2022, it has generally held true since the 2008 Financial Crisis. Even the market crash caused by the full economic shutdown in 2020 turned out to be a great entry point. So, should the current turmoil, triggered by the new tariff policy, be approached the same way? Some observers think it should. Despite the tough rhetoric, the…

Forecasters say sales of sedans and SUVs this year in Europe will range from modest gains to simple stagnation. That sounds as about as far from excitement as you can get. But if forecasts are right, most investors will breathe a sigh of relief and pinch themselves to make sure they aren’t dreaming. Survival would be a bonus. The European automotive industry is in the throes of unprecedented turmoil and uncertainty. President Donald Trump’s tariffs suggest traditionally hugely profitable European sales in the U.S. from the likes of BMW and Mercedes could disappear overnight. News Tuesday that President Trump was…

If you have a large amount of excess cash to invest, you may wonder if it’s better to invest over time by dollar-cost averaging or put a lump sum into the market at once. Whether you have extra cash sitting on the sidelines or are second-guessing your investment strategy, it’s easy to let hindsight bias or a fear of losing money impact your decisions. Especially during periods of heightened uncertainty, dollar-cost averaging a large sum can be an effective way to reduce risk and avoid temptation to try and time the market or predict short term volatility. How Dollar-Cost Averaging…

The powers that be are playing a high-stakes game of “tariff roulette”—and I don’t know about you, but I don’t want to put my life savings on the table here! But we’re not among the crowd bailing on stocks, either. No way. We’re retirees (or aspiring retirees!) and we demand income. So instead, we’re going to look to “tariff-proof” (or “recession-proof,” if you think this trade war is sending us there) our portfolio. And we’re going to do it while cutting our tax bill, too. Our timing is right here, because the jump in 10-year Treasury rates we’ve seen since…

Key News Asian equities had a good day as fewer tariffs meant markets were up. India had a strong day following yesterday’s market holiday, Vietnam was off, and Thailand remained closed for the Songkran Festival. Hong Kong and Mainland China bounced around the room, posting small gains, though expected US tariffs on semiconductors and pharmaceuticals weighed heavily on those subsectors along with technology hardware. Bloomberg News reported that China has stopped importing Boeing airplanes, according to “people familiar with the matter.” I’ve not seen this confirmed, but with China’s reciprocal tariffs, taking delivery and paying 2X makes no sense. I…

Undervalued and thriving, PDD Holdings’ relentless growth and profitability make it an opportunity worth seizing By Nabeel Bukhari Summary PDD Holdings is expanding globally, with Temu in 40+ countries, leveraging low prices and strategic partnerships to boost its e-commerce presence. Its Q4 revenue grew 24% YOY to $15.15B, with net income up 18% to $3.76B, despite rising costs impacting margins. The company holds immense cash, maintaining strong profitability while trading at a deep discount, making it an attractive opportunity for investors. Regulatory risks, competition, and cost pressures pose challenges, but institutional investors remain confident in PDD Holdings’ long-term potential. Every…

Shares in B&M European Value Retail sprang higher on Tuesday after releasing a rare set of reassuring financials for the last financial year. At 310.5p per share, the discount retailer was up 3.8% in daily trading, making it the third-biggest gainer on the FTSE 250. Sales for the 52 weeks to March 29 came in at £5.6 billion, B&M said. This was up 3.7% on a reported basis, and 4% at constant currencies. At B&M UK — a unit responsible for around 80% of group turnover — like-for-like sales dropped 3.1% year on year. But at B&M France they increased…

Over the past decade, the United States continued to distinguished itself with superior economic growth, technological innovation, and abundant energy resources that outpaced virtually all other developed economies. This economic dominance, often referred to as “American exceptionalism,” attracted global investors seeking strong returns in a stable environment. However, recent policy shifts have altered this perception. While America’s economic fundamentals remain robust, increasing unpredictability in trade policies, a more confrontational diplomatic stance, and growing economic isolationism have eroded investor confidence in U.S. markets as a safe haven. The S&P 500 peaked on February 19 and then began slipping as President Donald…

Key News Asian equities had a good start to the week, except for Taiwan, as Hong Kong outperformed following Friday night’s electronics tariff exemptions, though markets seemed to ignore the fact that the reprieve could be temporary. A distinct pattern is occurring: fewer tariffs and markets up, but more tariffs and markets down. Let’s hope folks in DC notice. Thailand was closed for the Songkran Festival, which is also known as the Thai New Year, while India was closed for Ambedkar Jayanti, observed annually on April 14, commemorates the birth anniversary of Dr. B.R. Ambedkar, one of India’s most influential…

As market volatility reigns, there’s no better time than now to share the Zombie Stocks. I’ve decided to release this model portfolio to the public to help more investors. Successful investing is as much about avoiding zombie stocks as it is finding good stocks. Just one blowup could upend years of winners. I launched this list of Zombie Stocks in June 2022. Of the 33 stocks added to the list, only 12 remain. These stocks could legitimately go to $0/share because they have flawed business models that will likely never generate enough cash pay equity investors a penny. The damage…