The Journal
A Trek Blog
UnitedHealth’s Decline and the Cost of For-Profit Care
🏥 The Medicaid Paradox: What’s Really Going On at UnitedHealth UnitedHealth Group—America’s largest health insurer—is having a rough year. Its stock is down nearly 50%,
Europe: Out of the Frying Pan and Into the Fire?
Europe: Out Of the Frying Pan and Into the Fire? So far this year, European equities have outperformed U.S. equities, with MSCI Europe up nearly
Who Blinks First in the U.S.-China Trade War?
🇺🇸🇨🇳 Who Blinks First in the U.S.-China Trade War? The U.S. and China are locked in an economic standoff. Tariffs have been imposed, diplomacy has
Semiconductors—From Hype to Hard Truths
Semiconductors have long powered the digital world from behind the scenes—until Intel’s “Intel Inside” ads in the 1990s put them on the map. Today, they’re
Trading on Fear: Policy Shocks Behind the Market Moves
Trading on Fear: Understanding Policy Shockwaves Moving Through the Markets “Whipsaw movements in country tariff rates will do nothing to reduce already record levels of
Global Trade Made America Richer, Not Poorer
Global Trade Made America Richer, Not Poorer As we debated the merits of the Trump tariffs, many argued that global trade and the US deficit—Americans
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Weekly Market Commentary
By Greg Lai and Alex Hsiao, Co-CIOs
June 9-12, 2025
U.S. markets shrugged off tariff drama last week, rising on stronger-than-expected job data. But beneath the surface, manufacturing sent up red flags—and investors are watching closely as new inflation data could shape the Fed’s next move.
