Week in Review It was a risk-off week for Asian equities overall, though Hong Kong saw the brunt of selling after strong year-to-date outperformance, as China’s deflation was more pronounced than expected in February, contrasting with the NPC’s target of 2% inflation, which implies massive stimulus could be on the way. Mainland investors bought a net nearly $8 billion worth of Hong Kong-listed stocks and ETFs on weakness this week via Southbound Stock Connect, a strong bullish signal from local traders. Internet earnings season rolled on this week as online recruitment platform Kanzhun beat estimates and social media platform Weibo…

Retailers’ latest headache—shock and awe of government tariffs and layoffs—is helping drive consumer sentiment into the red. It would be hard to come up with a set of circumstances more likely to turn consumers sour on the U.S. economy than those which have developed just since New Year’s. Whether or not a recession is in the cards this year, the evidence is clear that frustration stalks the retail aisles. In fact, it has been building for some time. As we noted here last August, there is something of a Great Rejection developing among shoppers, manifesting in such phenomena as the…

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. 10 Oversold Stocks You Should Know About » In trading on Thursday, shares of Apple entered into oversold territory, hitting an RSI reading of 29.7, after changing hands as…

Key News Asian equities were mostly lower overnight, though Malaysia and Pakistan managed gains while Vietnam and Taiwan underperformed. China’s markets continued a downtrend from yesterday as US tariff uncertainty continued to rattle global markets. Mainland investors continued their net buying streak, though at a level much lower than yesterday, which was near the all-time daily record. Meanwhile, there was a slight rotation factor as value sectors managed gains. Gold miners and oil led gains on geopolitical uncertainty and some reports bullish on commodity and rare earth prices. Government bonds continued to sell off, sending yields slightly higher. Weibo Q4…

Retirees imagine their post-working lives relaxing in the shade on their comfortable porch. The view before them glistens with the fresh growth of green. The sweet light of the morning sun warms the dewy grass. They’re happy, at ease, and totally unfazed by economic headlines. And they wouldn’t be wrong. Unfortunately, far too many people—retired or not—seem to prefer to listen to the shouting heads on cable TV rather than their own common sense. What a difference a few months (and a new president) make. A Deloitte report issued in late January predicted the 2025 GDP would come in at…

Billions of people will lose their livelihoods and economic output reduced by up to 34% if the Earth is allowed to warm by 3 degrees Celsius this century, but investing less than 2% of GDP now could eliminate most of those losses, a groundbreaking new report from Boston Consulting Group (BCG) and the University of Cambridge has found. Analyzing economic and climate science data, the report authors found that most economic climate damage this century will arise not from direct impacts like floods and fires, but from losses in productivity caused by reduced labor output, supply chain disruptions, and the…

Will Trump’s tariffs and his assault on the federal government lead to a deeper crash, or even a recession? Market experts advise long-term investors and 401(k) holders to sit tight. By Hank Tucker, Forbes Staff While the last three weeks have been punishing for the stock market, veteran wealth managers are sounding a similar refrain for long-term investors: don’t panic. It can be difficult advice to heed when alarming headlines are regularly flooding the news. Two days after the S&P 500 index hit its all-time high on February 19, hedge fund billionaire Steve Cohen made a prescient prediction that he…

Russian President Vladimir Putin has long envisioned a return to what he perceives as the glory days of the Soviet Union. Central to this ambition is the reintegration of former Soviet republics. After Russia’s 2008 invasion of Georgia, which resulted in Moscow seizing control of 20% of that nation’s territory, Ukraine became his primary target. The concern among Western European nations is that if Putin succeeds in Ukraine, the Baltic states (Estonia, Latvia, and Lithuania) could be next — or even Finland. Belarus is already under his influence, and Hungary, despite its NATO membership, maintains close ties with Moscow. This…

Anne Tergesen’s recent Wall Street Journal piece, The 401(k) Has Reached a Tipping Point in Its Takeover of American Retirement, paints an optimistic picture of a retirement system finally hitting its stride. After nearly five decades, half of private-sector workers are now saving in 401(k) plans—a milestone that signals the defined contribution model has firmly supplanted the traditional pension as America’s retirement backbone. With participation surging, thanks to automatic enrollment, state mandates, and small-business incentives, it’s tempting to call this a triumph of policy and market ingenuity. But beneath the rosy statistics lies a nagging question: Is this tipping point…

I first made Enterprise Products Partners (EPD) a Long Idea in January 2023 and reiterated my thesis in May 2024. Enterprise Products has underperformed as a Long Idea and is one of many stocks that the market has overlooked despite the strength of the company’s business. I expect EPD to benefit from a market that allocates value more efficiently and awards the businesses and stocks that can create the most shareholder value. EPD still offers favorable Risk/Reward based on the company’s: position to profit from rising oil & gas production and demand, “toll-taker” business model, investments to capitalize on future…