Washington Post (October 20)
“President Donald Trump says he beat inflation. But several conventional measures of rising prices paint a different picture. Most experts agree inflation has picked up in recent months, in part because of Trump’s tariffs. Economists expect more tariff-driven price increases in the months to come.”
Tags: Beat, Conventional, Economists, Experts, Inflation, Measures, Rising prices, Tariffs, Trump
New York Times (October 16)
China is trying “to beat U.S. at its own game” by imposing rare earth restrictions. “Beijing’s latest effort to weaponize global supply chains is modeled on the American technology controls that it has long criticized.” This new thrust was in some way catalyzed by “Mr. Trump’s aggressive actions — including new fees for Chinese-owned ships that dock at U.S. ports.” Some analysts believe that “with its dominance over the production of these rare earth minerals and its control of other strategic industries, China may have an even greater ability than the United States to weaponize supply chains.”
Tags: Aggressive actions, Analysts, Beat, China, Dominance, Fees, Imposing, Ports, Rare earth, Restrictions, Ships, Supply chains, Technology controls, Trump, U.S., Weaponize
Wall Street Journal (November 4)
“Humble CEOs don’t inspire much confidence among financial analysts—but that might be good news for people who invest in the CEOs’ companies.” According to a recent study, “analysts tend to significantly underestimate the earnings potential of companies run by humble chief executive officers. That leads to artificially low earnings forecasts from the analysts, which the firms can then more easily meet or beat.” On average, this “humble discount” results “in at least a 7% increase in total shareholder returns annually.”
Tags: Analysts, Beat, CEOs, Confidence, Discount, Earnings forecasts, Earnings potential, Humble, Inspire, Shareholder returns, Underestimate
