Monthly Archives: March 2025

Gnostic Global Portfolio Return for the Quarter Ended 3/31/2025.

The first fiscal quarter of 2025 was highly eventful from a geopolitical perspective. On the heels of significant uncertainty about the access of goods into the United States and the tariff rates that may be assessed, the 3 major indexes

Posted in Open Blog

BJ’s Wholesale Club Holdings Inc. (BJ-NYSE, $112.54) Accelerates Expansion Rate

BJ’s Wholesale Club, the 3rd largest wholesale club format in the United States, behind Costco and Sams’ Club (Walmart), has now declared an intention to cluster stores in the wide open market of Texas. BJ’s differentiates itself from the two

Posted in Open Blog

US Trade War Has Already Been Won.

A clear goal of President Trump is to return ALL arbitrage based manufacturing back to the USA. Canada has, for decades, dangled a single hook in front of the manufacturing sector. With a GDP productivity rate roughly 50% per capita

Posted in Open Blog
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