








The underlying economic forces behind the tariffs grind slowly, but they do happen.
The spread for the US 10-year Treasury yield over a “fair value” estimate has narrowed to the smallest gap in a year.
Rising government spending and public debt create economic stagnation and declining living standards.
There are 6 sub-portfolios, totaling 26 constituents, in our model AI Semiconductor Stocks Portfolio. On average they were up 7.8% last week.
Western Midstream Partners, LP, and its subsidiaries, operates as a midstream energy company, primarily in the United States.
At the macro level, the OECD projects that the Israeli economy will expand by 3.4% in 2025 and 5.5% in 2026, outperforming all other advanced economies.
Gold hits new highs as the U.S. shutdown drags on, China tensions rise, and global risks mount. Technical breakout confirms bullish momentum, with Fed easing bets adding to the rally.