Welcome to the first trading day of 2025! As I write this, the futures are green across all the major indices. We will discover promptly if tax-loss harvesting sectors such as energy and commodities catch a bid in the new year. For those who are new subscribers, my major themes for 2025 are: Today I […]
Reshoring News
On Dec. 19, Mexico President Claudia Sheinbaum announced an increase in tariffs on textiles and apparel imports and ended the practice of “border-skipping,” wherein many U.S. e-commerce sellers leveraged nearshoring to avoid tariffs on Chinese goods. Under the loophole, importers could avoid these tariffs using the Section 321 provision and shipping to Mexican warehouses as […]
As 2024 draws to a close, Canada’s electronics industry continues to delight, surprise and reinforce its position as a key player in the global technology ecosystem. From semiconductor advancements to groundbreaking innovations in medical devices, the past 12 months have been marked by significant achievements, collaborations and milestones that reflect the resilience and ingenuity of […]
Factory workers at the Ford Motor Company plant assemble a Model T automobile.Bettmann Archive The second half of the 20th century saw globalization thrive. Supply chains expanded across the globe, pursuing cheap and reliable labor as shipping costs plummeted. China’s ascent flooded the market with low cost goods and global shipping volumes exploded. However, a […]
Readers, Instead of sucking up to the political and corporate powers that dominate America, The Daily Caller is fighting for you — our readers. We humbly ask you to consider joining us in this fight. Now that millions of readers are rejecting the increasingly biased and even corrupt corporate media and joining us daily, there […]
For years, the IMMEX program has been a cornerstone of U.S.-Mexico trade, allowing foreign goods to enter Mexico duty-free for assembly and subsequent export. However, concerns over its misuse—particularly by firms exploiting it to sidestep U.S. tariffs on Chinese imports—have prompted the Mexican government to introduce tighter restrictions, particularly on apparel. The decision sends a […]
Brian Straight ·December 26, 2024 · Efforts, especially in the United States, to reduce the reliance on foreign trade have gained steam over the past decade. The concept of shipping manufacturing jobs overseas in search of cheaper labor accelerated in the early 2000s, turning what was once a workforce employing over 14.5 million people in […]
The US election results and the appointment of Robert F. Kennedy Jr. as the next health secretary have sent shockwaves through the healthcare sector. While tax breaks and relaxed regulations may spur innovation, the direction of the new administration’s healthcare policy remains uncertain. Bellevue Asset Management’s healthcare experts weigh in with their analysis. After the […]
Historical context and implications This surge stands in stark contrast to the muted holiday seasons of the past two years. While a seasonal uptick is typically expected as we approach the Christmas holiday, this year’s surge is unprecedented in recent memory. The phenomenon is not isolated, with rejection rates climbing in major logistics hubs including […]
During the 2024 election, elites sneered at Donald Trump when he rode in a trash truck or served up fries at a McDonalds for campaign events. However, with President Trump returning to the White House, and Republicans winning control of Congress – the joke was on them. He connected with workers in a way that […]
