This strategist’s theory of relativity says it’s time to be underweight U.S. stocks

Japan and emerging markets should be bought says Ned Davis Research strategist
Procter & Gamble beats earnings estimates but warns of higher costs from tariffs
PG CEO Jon Moeller noted a “challenging consumer and geopolitical environment” as the company warned of the cost of tariffs.
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Trump says he’s ending trade talks with Canada, cites antitariff ad featuring Reagan

U.S. President Donald Trump said late Thursday that he was terminating “all trade negotiations” with Canada — citing a Canadian advertising campaign targeting the White House’s tariffs that featured former President Ronald Reagan speaking critically of import duties.
Ford beats on earnings but lowers 2025 guidance after supplier fire
Ford investors also will be looking for updates on company’s cost-cutting efforts, quality improvements, tariff impact and a supplier fire.
These stocks are the real deal for investors in AI — Wall Street is just chasing bubbles

The stock market has mispriced the AI boom. The big moneymakers are providing the electrical power and infrastructure.
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Intel’s stock is climbing as earnings show a turnaround slowly taking hold

The company topped revenue expectations and said it’s “having a difficult time meeting all the demand that’s out there” because of supply constraints.
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Rivian plans to lay off more than 600 workers
Rivian and other EV manufacturers are facing a more challenging market than they did in recent years amid changing regulations under the Trump administration.



