"The investor’s chief problem—and even his worst enemy—is likely to be himself."- Benjamin Graham
This timeless insight by Benjamin Graham highlights how our own impulses and biases often undermine the very decisions we make to grow wealth. Learning to recognize emotional triggers like fear and greed is key to maintaining disciplined, rational investment behavior.
Maintaining emotional discipline and a long-term perspective is essential for investment success.
Market Wrap
Tariff Clocks Ticking as Trade Talks Collide with Growth Warnings
High-Stakes U.S.-China Trade Talks Continue: Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng met in London for a second day of negotiations aimed at resolving the trade war. Investor optimism over the prospect of tariff rollbacks lifted U.S. equities, though strategists caution that any failure to reach a deal before the end of Trump’s tariff pause could reignite volatility.
Trump’s “Liberation Day” Tariff Deadline: President Trump gave trading partners until Wednesday to present proposals on how they will trade with the U.S. or face full 50% aluminum and steel tariffs. While markets have largely shrugged off the threat so far, renewed legal challenges and the looming deadline continue to inject uncertainty into manufacturing and industrial stocks.
Deregulation-Themed ETF Launch: U.S. asset managers introduced a new ETF to capitalize on the administration’s deregulation push across financial, environmental, and labor markets. The fund’s debut attracted strong inflows as investors bet on further easing of business constraints, particularly in energy and banking sectors.
World Bank Growth Downgrade: The World Bank slashed its 2025 global GDP forecast to 2.3%—its weakest pace since the 1960s—citing intensified trade tensions and tariff uncertainty, a warning shot that dampened risk appetite and could weigh on U.S. stock performance if global investment and trade slow further.
Taiwan Semiconductor Manufacturing Co. Ltd. shares rose 2.6% following the release of May revenue that grew 40% year-over-year, underscoring strong demand for its advanced chips across tech and automotive customers.
Tesla Inc. shares surged 5.7% after President Trump publicly offered support for CEO Elon Musk amid a recent falling out, bolstering investor confidence in the electric-vehicle maker’s leadership and growth prospects.
McDonald's Corp. shares fell 1.4% after the fast-food giant suffered its third analyst downgrade in three days, as strategists voiced concerns that the rise of weight-loss drugs could dampen restaurant traffic over the coming quarters.
Casey’s General Stores Inc. shares soared 12% following a strong Q4 earnings report that beat expectations on both revenue and same-store sales, driven by robust fuel margins and steady growth in in-store purchases.
GameStop Corp. shares slid about 4% in after-hours trading after releasing Q1 results that showed a 17% year-over-year revenue decline to $732.4 million—missing analyst sales estimates despite reporting an adjusted profit.
Insmed Inc. shares spiked 29% after the biopharmaceutical company announced positive Phase III trial results for its new pulmonary hypertension drug, fueling optimism about future FDA approval and market potential.
J.M. Smucker Co. shares dropped 16% after the coffee and food products company issued a disappointing fiscal 2026 forecast—even though it beat Q4 earnings estimates, management warned that higher input costs would weigh on margins.
Calavo Growers Inc. shares plunged 16% after the avocado and fresh-produce supplier reported weaker-than-expected quarterly sales, citing weather disruptions and inflation-related volume declines in key markets.
Designer Brands Inc. shares plunged 18% after reporting a wider-than-expected Q1 loss and disappointing same-store sales, as management warned of margin pressures stemming from elevated costs and subdued consumer demand.
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