Businesses can seek refunds for tariffs paid under Section 301 of the Trade Act after a federal court declared them unconstitutional. The refund process applies to tariffs paid on goods from China between July 2018 and September 2020. Companies must file claims with U.S. Customs and Border Protection to receive potential refunds.
Wall Street firms are showing increasing interest in bitcoin, with multiple institutions competing to enter the cryptocurrency market. This heightened activity reflects growing institutional adoption of digital assets.
Robinhood is growing twice as fast as Charles Schwab across all major metrics, prompting traditional brokerages to adopt crypto, prediction markets, and tokenization strategies to remain competitive.
The equity risk premium is a key component in corporate finance hurdle rates, valuation discount rates, and financial planning expected returns. A 2026 update of the author's comprehensive paper on ERP is now available for practitioners.
Active investing success is uncommon, and even among consistently successful investors, distinguishing luck from skill is difficult. There are also significant variations in market perspectives and investment strategies.
AI is creating shortages in chips, energy, and commodities, which could impact inflation and markets. The discussion also covers why stocks keep hitting new highs despite economic pressures and examines bitcoin's potential for a major move.