Yesterday, President Trump announced sweeping new tariffs on imports from many of our trading partners. Thus, Trump’s tariffs spark global selloff in stock markets around the world and increase the risk of recession. How bad could it get? How long will it last? In the past few years, stocks have risen substantially. The recent tariff announcement will change that – at least for the short term. Global stock markets are reacting negatively to the added tariffs. How long it will last is unknown, but for perspective, stocks should not fall nearly as much as they did during the 2008 recession.…

Key News Asian equities were lower overnight following President Trump’s “Liberation Day” tariff announcements. Vietnam and Japan were hit hard, while Taiwan and Indonesia picked the right day to be closed. Hong Kong, Mainland China, and South Korea were all off, but quite resilient as all markets were down less than -2%. I think it is important to note that both Mainland China and Hong Kong will be closed tomorrow. In the twelve years of studying this market and seven or eight years writing China Last Night, today’s market action doesn’t make the top ten drawdowns by a long shot.…

How Smart Money is Reacting Warren Buffett was 10 years old when the Japanese started a war with the United States, and he was 71 when Al Qaeda bombed the US using its own commercial airplanes. The US has always been the country that did not start wars. Did not seek conquest. Did not demand reparations. Did not exact revenge beyond what justice required. In the quiet corridors of Berkshire Hathaway’s modest headquarters in Omaha, the Oracle himself shared his thoughts about the latest economic saber-rattling with the calm demeanor that has guided investors through countless storms. At 94, Buffett…

Moody’s enjoys a strong competitive positions and has solid near-term growth prospect By Blue Chip Portfolios Summary Moody’s shares have proved an excellent investment over the past decade The company enjoys strong competitive advantages due to limited competition The stock has been a longtime holding of Warren Buffett’s Berkshire Hathaway I view the stock as attractive at current levels Shares of Moody’s Corporation (MCO, Financial) have come under selling pressure lately amid concerns of a broader economic slowdown. The stock has been a long-time holding of Warren Buffett and has delivered excellent long-term results for shareholders. Over the past 10…

President Donald Trump surprised global markets with his much-anticipated announcement of sweeping import tariffs. While most investors expected the White House to implement reciprocal tariff rates, the final plan resembled a worst-case scenario. The tariffs were significantly higher than anticipated, leaving investors worried about the implications. The executive order outlined both a universal tariff of 10% and a country-by-country tariff with some exemptions. Rates will apply uniformly to all non-exempt products rather than varying by product and were based on perceived total trade barriers for each country. Total trade barriers include actual tariff rates plus non-tariff measures that can impact…

Inheriting significant wealth can feel both exhilarating and overwhelming, especially if it arrives unexpectedly or without preparation. We discuss with Liz Gillette, founder and senior advisor at Curio Wealth, based in Annapolis, Md., about how individuals can thoughtfully tackle this transition—balancing new possibilities with intentional planning and aligning their financial decisions with their core values. Larry Light: You’ve worked with individuals and families navigating inheritance, and you use the phrase: what do you do when “money is no object”? How does that take on new meaning when someone inherits significant wealth? Liz Gillette: That phrase is something we often toss…

Warren Buffett has made billions of dollars over the years by ensuring all sorts of perils. If the risk is priced correctly, insurance companies can earn attractive returns by taking in premiums today while assuming a small probability of a large payout down the road. Still, insurance companies are exposed to tail risk, which is the occasional outsized loss due to an extraordinary event that causes huge losses. That’s where catastrophe bonds, also known as insurance linked securities, come into play. These bonds allow insurance companies to offset some of the tail risk in their portfolios, providing them with regulatory…

Key News Asian equities had a quiet night on light volumes, as global investors sit on the sidelines in advance of Wednesday’s can’t-miss TV: tariff announcements. The Philippines managed a +1% gain, while Indonesia and Pakistan remain closed for Eid al-Fitr. Hong Kong and Mainland China bounced around the room, posting small gains on light volumes as Mainland China’s volume dipped below the RMB 1 trillion value traded level for the first time since January 13. Markets were quite resilient, in my opinion, though foreign ownership of the space remains low. Xiaomi fell -4.19% and was Hong Kong’s most heavily…

On 4/4/25, Bristol Myers Squibb, Two Harbors Investment , and American Express will all trade ex-dividend for their respective upcoming dividends. Bristol Myers Squibb will pay its quarterly dividend of $0.62 on 5/1/25, Two Harbors Investment will pay its quarterly dividend of $0.45 on 4/29/25, and American Express will pay its quarterly dividend of $0.82 on 5/9/25. 10 Stocks Where Yields Got More Juicy » As a percentage of BMY’s recent stock price of $59.55, this dividend works out to approximately 1.04%, so look for shares of Bristol Myers Squibb Co. to trade 1.04% lower — all else being equal…

Don’t buy into this trade panic—truth is, the market’s “tariff tantrum” is a goldmine for us contrarians. Today we’re going to mine it with two stocks whose dividends are skyrocketing—including one that’s pumped up its payout by 410% in the last decade alone. Worrying Times Are When Fortunes Are Made We contrarians know that times like these are when the mainstream crowd makes its biggest mistakes. And those blunders give us the chance to snag the strong, and growing, dividends they’ve tossed in a panic. Like the first of two stocks we’re going to talk about today. From a first-level…