Monday Takeaways: China Deal Delivers Historic Tariff Rollback
Pre-market talks in Switzerland produced a massive tariff de-escalation: China’s 145% tariffs drop to 30%, U.S. imports to China capped at 10%. And the bulls are celebrating.
Dealmaker’s Diary: AI + Airports = Your Next 50% Winner?
This airport operator shows impressive 30% income growth with AI-powered efficiency improvements making it an attractive travel sector investment opportunity.
Buy This, Not That: Berkshire’s Secret Oil Play Pays Triple the Dividends
Occidental reports earnings today, but Chevron’s 5% dividend yield and stronger balance sheet make it the clear winner for oil investors.
Monday Takeaways: What to Watch in This V-Shaped Recovery
After nine straight days of gains, the S&P has broken above key resistance levels. But with the VIX still elevated and major economic catalysts ahead, specific levels will determine if this rally has staying power.
Dealmaker’s Diary: The Mexican Powerhouse You Can’t Ignore
This $183B beverage titan trades at just 8.4x earnings while leveraging AI across its massive operations – with 34% upside ahead.
Buy This, Not That: Addictive Products, Different Results
While one consumer company stumbles with restructuring costs and China concerns, another one delivers consistent performance and a dividend yield nearly triple its competitor.
Why Bitcoin’s Best Days Could Lie Ahead
Bitcoin survived the April 2025 crash while stocks crumbled proving it may finally be a true alternative asset for smart investors to watch.
Monday Takeaways: 7% in Four Days – Can This Rally Last?
The S&P surged an astonishing 7% in just four days last week, but with the VIX still elevated above 25, this recovery remains on shaky ground.
Dealmaker’s Diary: Tariff Terror Is Fuel for This Dollar Store Leader
While Wall Street panics about tariffs and recession, this dollar store leader quietly jumped 44% from recent lows as consumers flock to discount retailers in uncertain times.
Buy This, Not That: The Clear Winner in Defensive Sectors
As market volatility rises, this classic defensive sector outperforms its rival, offering both stability and an attractive dividend yield.