Some tariffs are worse than others

The White House announced a new senior tax deduction from the One Big, Beautiful Bill (OBBB) for the 2025 tax year, claiming it will exempt 88% of seniors on Social Security from owing taxes on their benefits, fulfilling a key promise from President Trump. However, experts caution that while the deduction may assist some seniors, it does not eliminate taxes on benefits entirely, warranting a deeper understanding of its implications. Want More Context? 🔎

Chipotle Mexican Grill (NYSE: CMG) is facing challenges in customer traffic, reporting its second consecutive quarter of same-store sales declines, with a downturn beginning in January 2023. Following a 24% drop in stock value by July 24, investors are weighing whether this presents a buying opportunity or a signal to exit. Want More Context? 🔎

Social Security is a vital income source for millions of retired Americans, though many in the workforce may not fully grasp its significance until they prepare to claim benefits. Amid ongoing concerns about its future sustainability, awareness of Social Security's role in providing financial support remains crucial for both current and future retirees. Want More Context? 🔎

The SPDR Portfolio S&P 500 High Dividend ETF (NYSEMKT: SPYD) is a notable choice for long-term income investors, as it targets S&P 500 companies with above-average dividend yields. With a low fee structure, this index fund offers the potential for both growth and income while minimizing volatility in investment portfolios. Want More Context? 🔎

The AI boom is not only benefiting infrastructure companies but also those utilizing AI behind the scenes, offering substantial long-term investment opportunities. Alphabet (NASDAQ: GOOG, GOOGL) remains undervalued as investors fear AI could disrupt its search business, overlooking its strengths in content discovery and unmatched advertising monetization. Want More Context? 🔎

Shares of Deckers Outdoor (NYSE: DECK), known for brands like Hoka and UGG, rose by 11.7% after the company reported better-than-expected first-quarter results, alleviating investor concerns following a significant stock decline earlier in the year due to tariff fears and weakening consumer sentiment. The positive results reaffirmed confidence in the company's growth trajectory. Want More Context? 🔎