Last Week’s Markets Weather Tariff Turmoil
Last Week’s Markets Weather Turmoil Last Week’s Last Saturday, the President confirmed that he would subject Mexican and Canadian goods to the full 25% tariff – and Chinese imports to 10%. However, Canadian energy, including oil, natural gas, and electricity, will be taxed at a 10% rate. The levies will take effect on Tuesday. What […]
DeepSeek & AI: Evolution, Not Disruption
DeepSeek & AI: Evolution, Not Disruption Key Takeaways DeepSeek’s model is unlikely to replace industry leaders but represents an expected evolution in AI development AI chip demand will remain strong due to the Jevons paradox—efficiency gains often drive higher usage US AI stocks are expensive, and better AI-related opportunities may exist in emerging market Your […]