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…

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…

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…

Howard Lutnick, the Commerce Secretary nominee for the Trump administration, is a proponent of balanced tariffs as both an income generating tool for the US government as well as a trade equalizer. https://www.cnbc.com/video/2024/09/09/balanced-tariffs-make-the-most-sense-for-u-s-economy-says-cantor-fitzgeralds-howard-lutnick.html?msockid=188615fdd9e769231f1d007fd88668bb He brushes off pushback of tariffs as…

Reserving cash dividends from investments that have experienced temporary declines permit occasional new investment acquisition. In blog posts past, I reference a policy of thoughtful and careful equity selection, likening each and every possible purchase to the using up of…