Fed rate cuts look less and less likely for 2025

Fed rate cuts look less and less likely for 2025

January jobs, tariffs, and inflation concerns have complicated the outlook.

Phil Rosen
Best Ideas ClubBest Ideas Club
A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade
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A $2.7 billion investment chief shares a contrarian high-yield bet to beat the S&P 500 this decade

Veteran investor Meb Faber's best idea for 2025.

Phil Rosen
How the January jobs report could make or break stocks

How the January jobs report could make or break stocks

Economists don't expect much change in unemployment or new jobs.

Phil Rosen
Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

Stocks are shrugging off DeepSeek and tariffs but gold is flashing a warning

The S&P 500, gold, and US dollar are soaring at the same time.

Phil Rosen
Google's in the hot seat with both Wall Street and China

Google's in the hot seat with both Wall Street and China

Alphabet shares tanked after mixed earnings.

Phil Rosen
Markets can barely keep up with Trump's 48-hour trade war

Markets can barely keep up with Trump's 48-hour trade war

President Trump struck deals with Canada and Mexico to delay tariffs for a month.

Phil Rosen
Trump's tariffs, explained

Trump's tariffs, explained

The best and worst-case scenarios of President Trump's new trade war.

Phil Rosen
Best Ideas ClubBest Ideas Club
Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70%
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Nvidia looks overvalued compared to this 'dirt cheap' AI bet that could surge 70%

Veteran macro investor Jordi Visser's best idea for 2025.

Phil Rosen
Apple's blockbuster earnings mask its fading innovation

Apple's blockbuster earnings mask its fading innovation

Apple reported record quarterly revenue but saw China iPhone sales drop.

Phil Rosen
Best Ideas ClubBest Ideas Club
A world-class investment idea can change everything

A world-class investment idea can change everything

A special message from Phil Rosen & Anthony Pompliano.

Phil Rosen, +1
Big Tech just upstaged the Fed

Big Tech just upstaged the Fed

Earnings from Tesla, Meta and Microsoft overshadowed what Jerome Powell had to say.

Phil Rosen
Big Tech earnings may not outpace the rest of the S&P 500 much longer

Big Tech earnings may not outpace the rest of the S&P 500 much longer

Wall Street sees the S&P 493 catching up to the Magnificent Seven — and not because of DeepSeek.

Phil Rosen
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