Tag: U.S. deficits
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David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!
Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get […]
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David Rosenberg: Gold to $6,000 & Why the U.S. Dollar Is Losing Its Power | Part II
David Rosenberg returns with his most powerful calls yet. In Part II, Rosenberg explains why he believes gold will hit $6,000 this cycle, the U.S. dollar is entering a bear market, and Treasury bonds offer asymmetric upside in today’s fragile […]