NVDA (US)


October 29, 2025

Trade and Tariff Conference Call Takeaways

By Joe Lieber

With President Trump in Asia and trade agreements expected between the U.S. and various countries, including at least a narrow deal with China, we held a conference call yesterday with trade expert Dr. Derek Scissors. …

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September 10, 2025

Trade Potpourri: IEEPA, GOOG and the EU, China and India and the GAIN AI Act (NVDA, AMD)

By Joe Lieber

Below our are thoughts on the following recent trade issue developments: The U.S. Supreme Court decision to hear the Trump administration’s appeal of a lower court ruling invalidating the president’s reciprocal and fentanyl tariffs under…

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July 8, 2025

Trade and Tariff Conference Call Takeaway

By Joe Lieber

We provide our takeaways from a trade and tariff conference call we hosted last week considering tomorrow’s expiration of President Trump’s 90-day pause on reciprocal tariffs, though the effective rates have been pushed to August…

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June 9, 2025

Capitol Policy Weekly: June 9-June 13: Reciliation, Trade (NVDA), Stablecoins (CRCL), and Rescissions

By Joe Lieber

The big news we expect out of Washington this week, with Congress in session, includes:   A release by the Senate Finance Committee of its tax, Medicaid, and perhaps Medicare mark for the reconciliation bill….

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