Newsletter
Nancy Pelosi’s NASDAQ Nightmare: The Tariff Effect
In a stunning turn of events, former House Speaker Nancy Pelosi—long regarded as one of the most financially savvy members of Congress—has taken a sharp hit to her considerable fortune. Following the dramatic announcement of sweeping new tariffs by former …
Heavy Metal Politics: Rare Earths Are the New Missiles
In a bold geopolitical countermove, China has fired back at sweeping US tariffs by tightening its grip on the global supply of rare earth elements—an essential cluster of minerals powering everything from smartphones and electric vehicles to advanced military …
China’s Grip on Critical Minerals Is America’s New Energy Nightmare
For much of the 20th century, the concept of energy security revolved around oil. It was oil that sparked geopolitical battles, shaped foreign policy, and triggered national panic when imports became uncertain. The 1970s oil embargo burned itself into the …
52% of Americans Turn to Crypto for Future Wealth Building
The digital investment landscape in the United States is undergoing a major transformation, with a fresh wave of optimism rippling across the crypto space. According to the newly released 2025 State of Crypto Holders Report from the National Cryptocurrency …
Why Brendan Caldwell Likes Cboe, Amazon, and Costco Right Now
Brendan Caldwell, President and CEO of Caldwell Investment Management, has never shied away from bold calls in uncertain markets. On April 3, 2025, he shared his latest outlook on North American large caps and spotlighted three stocks that stand out in this …
Cash Me If You Can: Warren Buffett’s $300B Flex
In February, Warren Buffett faced a barrage of questions — from media pundits to everyday investors — about one of the most eye-catching figures in his annual letter to Berkshire Hathaway shareholders: a towering $334 billion in cash. Critics called it overly …
Trump Says Not Yet to TikTok’s Curtain Call
President Donald Trump has once again delayed a looming ban on TikTok, granting a 75-day extension in a dramatic move aimed at salvaging a deal to transfer the Chinese-owned app into American hands. The executive order, signed Friday from his Mar-a-Lago …
From Construction to Cold Cuts: Rebecca Teltscher’s All-Weather Portfolio
In a market rattled by geopolitical tremors and tariff tension, Rebecca Teltscher, portfolio manager at Newhaven Asset Management, is doubling down on a strategy that’s weathered storms before: Canadian dividend stocks. With a laser focus on income stability …
Bear Roars on Wall Street as Trump Unleashes Trade Blitz
The financial world was jolted back to reality as former President Donald Trump, now a dominant force in U.S. politics once again, reignited the specter of a global trade war. Standing confidently in the White House Rose Garden, Trump unveiled a new set of …
RH Goes From High-End to High Risk in 60 Minutes
It was a moment of corporate candor rarely witnessed on a live earnings call. RH CEO Gary Friedman, the longtime leader of the luxury home furnishings brand formerly known as Restoration Hardware, couldn’t hide his shock. As the company’s stock price began to …