Goldman Sachs’ stock traders posted their largest haul ever, as volatility sparked by the Trump administration’s trade war helped spur a second straight quarter of record revenue for the unit https://t.co/6NKGESvFiA ...

The past few years have brought a series of crises, from the covid-19 pandemic and the war in Ukraine to an energy shock and a trade war. Somehow, the global economy powers on https://t.co/I872j5F2m3Illustration: https://t.co/QcfrZZCWgL https://t.co/3japgKsZtR ...

The busiest trade hub in the US saw container traffic rebound last month after a slump in May, as importers grapple with volatility driven by President Donald Trump’s trade war https://t.co/Ou2QvcrXF8 ...

Manhattan home sales in the second quarter were stronger than they’ve been in almost two years, boosted by cash buyers undeterred by the economic uncertainty created by President Donald Trump’s trade war https://t.co/i4aq166h0z ...

🎙 President Trump's ongoing trade war has created significant turmoil for American businesses with ties to China.On today’s Big Take Asia Podcast: How one toymaker is fighting back ⤵ https://t.co/Q5GGyHLrgz ...

Rare Earth Metals Market Concentration - 92% of the world's rare earth magnets come from China [1] - Rare earth metals are found in trace amounts in the earth's crust, a few parts per million [1] Supply Chain Dominance - China has built a complete and cost-effective supply chain for rare earth magnets, from mining to final product [2] - This makes it difficult for other countries to compete in the neodymium market [2] Key Metals - Neodymium is a key rare earth metal used in permanent magnets for wind turbines and electric car motors [1][2]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has tumbled over past trading sessions And while Boeing is an aerospace company, you do not have to be a rocket scientist to know why that is the case. In March, I published a report pointingDhierin runs the investing group ...

Core Points - U.S. Treasury yields have significantly decreased, with the 10-year Treasury yield falling below 4% due to fears of a global recession triggered by China's retaliatory tariffs against U.S. goods [1][3] - The 10-year Treasury yield dropped over 16 basis points to 3.89%, marking the lowest level since October, while the 2-year Treasury yield fell over 22 basis points to 3.50% [2] - China announced a 34% tariff on all U.S. goods starting April 10, following President Trump's implementation of a 10% baseline tariff affecting over 180 countries, which has led to a surge in Treasury purchases for safety [3][4] - JPMorgan has increased the probability of a recession this year to 60% from 40%, citing that sustained tariff policies could push the U.S. and potentially the global economy into recession [4] - Investors are anticipating the nonfarm payrolls report, with expectations of a 140,000 job increase and an unemployment rate steady at 4.1%, which will provide insights into the U.S. economic health amid growth concerns [5] - A weaker-than-expected nonfarm payrolls report could exacerbate recession fears, while a stronger report may be viewed as outdated due to the looming impact of tariffs on the job market [6]

Despite spending much of early 2025 on a stock market downtrend, Nvidia (NASDAQ: NVDA) continues to command investor confidence and optimism.The psychological momentum it boasts appears only logical, as the year-to-date (YTD) 11.44% drop to $118.94, despite its severity, remains dwarfed by the 900% rally between November 2022 and the end of 2024.NVDA stock YTD price chart. Source: FinboldHowever, the question of whether NVDA shares are a buy, sell, or hold in March 2025 is becoming increasingly pointed as t ...

Group 1: Market Overview - The Nasdaq is currently in correction territory, with the Nasdaq-100 index approximately 13% below its recent high, presenting opportunities for long-term investors [1] - The Invesco QQQ ETF, which tracks the Nasdaq-100 index, is a popular choice for investors looking to buy on the dip [2] Group 2: Investment Strategy - The Invesco QQQ ETF has a concentration issue, with nearly half of its assets in just nine companies, which may not align with a diversified investment strategy [3] - The largest stocks in the QQQ ETF are also major components of the S&P 500, leading some investors to prefer the Vanguard S&P 500 ETF for lower expense ratios [4] Group 3: Alternative ETFs - The Direxion Nasdaq-100 Equal Weight ETF (QQQE) offers a more balanced investment approach by allocating equal weight to all 100 stocks in the index, allowing smaller companies to have the same impact as larger ones [5] - The Ark Autonomous Technology and Robotics ETF (ARKQ) is an actively managed fund focusing on companies that are expected to benefit from the AI revolution, with a diverse portfolio of 36 companies [8] Group 4: Performance and Future Outlook - The Ark Autonomous Technology and Robotics ETF has seen a decline of about 23% from its January high, prompting interest in adding shares to capitalize on the dip [10] - Despite market volatility and potential economic challenges, there is confidence that both the QQQE and ARKQ ETFs will appreciate significantly over the long term [11]