Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have... Zobrazit více
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
Have you ever wondered what could most likely compete technologically in the future with companies like $AAPL or Samsung. $XIACY is a great stock because the company is one of the largest smartphone manufacturers in the world and is also building a strong position in smart home devices and IoT products. Its diversified portfolio reduces dependence... Zobrazit více
Hi everyone, recently I’ve been focusing more on stocks from the energy and real estate, because my portfolio is predominantly concentrated in the communications and technology sectors and I’m trying to diversify it a bit. I’m curious which stocks you currently have on your watchlist or which ones you already hold in your portfolio. I appreciate any tips or experiences—thank... Zobrazit více
Take a look at the Canadian company $BN; they do a bit of both.
A short summary from Grok :) "Brookfield Corporation is a Canadian investment holding company that focuses on owning and operating assets in real estate, renewable energy, infrastructure, and private equity"
In July 2025 they signed with Google the largest corporate clean hydropower deal in history, worth over $3 billion, which includes the supply of up to 3 GW of carbon-neutral energy from hydro plants in the U.S. to power Google's data centers.
I have them in my portfolio and I like them for two reasons. First, they're not a tech company, but they ride the tech wave within the energy sector. Second, they're not a U.S. company, so it's at least some diversification from having everything in the U.S. They're one of those companies I don't mind buying almost anytime and I sleep well at night. They're not exactly cheap right now, but I wouldn't call them expensive either.
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Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.