If tariffs really are going to crush the economy, someone forgot to tell the nation’s small businesses! Truth is, these “mom-and-pop shops” are thinking big—and growing.

Asian equities were mixed overnight as the US dollar continued to strengthen and the 30 Year US Treasury yield approached 5%. Australia, Mainland China, and Japan underperformed, while Indonesia rebounded and Vietnam remained out for Independence Day holiday.

Large cap stocks have been crushing small caps in the last few years. That’s, well, unusual, to say the least. And it’s set us up for cheap 7.2% dividends.

Asian markets were mixed overnight following a strong Monday session, as US investors enjoyed a three-day Labor Day weekend.

The U.S. government recently took a 10 percent equity stake in Intel. However, Intel needs to out-innovate its peers or it will end up like Sears.

Asian equities were lower overnight, though Hong Kong, Mainland China, and others managed small gains, while Thailand and Malaysia underperformed.