President Trump’s return to the White House in 2025 is accompanied by all sorts of speculation regarding his trade policies and import tariffs. The US agricultural industry is preparing for change. Trump signed the Agricultural Improvement Act of 2018 (aka the Farm Bill), but it technically expired on September 30, 2024. Congress extended the law … Read more
Overall, 2024 was a year of poor performance for retail stocks. SPDR S&P Retail ETF NYSEARCA:XRT ended the year with a total return of just under 12%. That’s about half the return of the S&P 500. Still, there were some standouts in the industry, especially among the three companies based in Europe. Two of them … Read more
This is a challenging time for the global shipping industry. On the one hand, demand for products in many categories continues to grow, with a recent report suggesting that the industry will grow at a CAGR of nearly 5% over the next seven years; on the other hand, an increasingly uncertain trade situation could increase … Read more