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There is tremendous value in looking at things differently than how the consensus does.

Combined with deceleration in monthly indicators followed by the NBER’s BCDC, it seems like a slowdown is in the offing.

​​​​​​​It’s been a spectacular 2025 for precious metals so far.

Globally, central banks officially added a net 20 tonnes of gold to their reserves in May, according to the latest data compiled by the World Gold Council. This compares to 14 tonnes in April.

AES Corporation, despite political uncertainties, is undervalued and could yield 61% annual returns if it trades at its normal P/E. Amgen, a consistent grower, offers potential returns of 12% annually.

EUR/USD edges up 0.18% in thin trading as traders digest Trump’s sweeping tariff plans and EU–US tensions mount.

Rollins Inc. is one of the largest pest control companies in the world. You might not hear about them in flashy headlines, but this boring business is crawling with cash.

Next week's end to the 90-day delay to April’s reciprocal tariffs is likely to come and go without any major drama

Tariff front-running created the biggest gap ever between domestic and all sales.