Insights

Phillip Wool views Trump’s tariff threats as strategic leverage and political theater aimed at securing a face-saving trade deal, cautioning against overreacting to rhetoric and seeing market dips as long-term buying opportunities.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice.

Phillip Wool believes there isn’t a coordinated effort to artificially inflate Treasury demand.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice.

Phillip Wool discusses stocks, investing, emerging markets, and more.

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Disclosure: The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. Past performance is not indicative of future results. Indices cannot be invested in directly and are unmanaged. The opinions contained herein are subject to change without notice. The views expressed herein are those of the author and do not necessarily reflect the views of Rayliant Investment Research.

Jason Hsu notes that market concerns over Trump-era tariffs are beginning to fade.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice.

Phillip Wool warns that markets are overly optimistic, cautioning that recent rallies may be short-lived amid lingering uncertainty and emerging risks.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice.

Jason Hsu explores U.S.-China trade, international student contributions, digital currencies, and the challenges of investing in emerging markets.

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Disclosure: The opinions do not necessarily reflect the views of Rayliant Investment Research and are subject to change without notice. This material is for informational purposes only and should not be considered investment advice.

Jason Hsu says that despite a rally in Chinese equities, China remains too large and controversial to be excluded from EM portfolios, with the trade war deepening investor polarization.

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Disclosure: The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. Past performance is not indicative of future results. The opinions contained herein are subject to change without notice. The views expressed herein are those of the author and do not necessarily reflect the views of Rayliant Investment Research.

Jason Hsu capitalized on the GameStop short squeeze by betting against the stock just after Melvin Capital’s collapse, acknowledging that while his analysis matched theirs, his lucky timing—being late—was what led to his success.

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Disclosure: The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. Past performance is not indicative of future results. The opinions contained herein are subject to change without notice. The views expressed herein are those of the author and do not necessarily reflect the views of Rayliant Investment Research.