Tolou Capital

The U.S. House of Representatives passed one of the most expansive tax-and-spending bills in modern history, setting the stage for a multi-trillion-dollar shift in federal deficits and sector dynamics over the next decade. The legislation is projected to balloon the federal deficit by over $3...

Hedge-fund chief Spencer Hakimian says a U.S.–China tariff resolution could arrive soon, arguing that markets and the White House are signaling an about-face on tariffs. What Happened: "I think there's an imminent de-escalation with China coming," he wrote on X, outlining four red-flag clues....

Financial market participants who prefer to invest in exchange-traded funds for their diversification benefits could be “in for a rude awakening,” says this venture capitalist, as the top ten stocks in the S&P 500 represent 40% of the index market capitalization. What Happened:...