GAMCO All Cap Value (ACV) – April 2025 – Commentary

stock market change data table

Commentary: April ended on a more positive note as U.S. markets rebounded from steep early-month losses driven by uncertainty surrounding President Trump’s trade policies. After the President’s tariff “Liberation Day” announcement on April 2, markets reacted sharply, with the following day marking the steepest decline since March 2020. Investors feared the proposed tariffs could increase […]

Gabelli Japan Research: Finding Technology Leaders

Japan Technology

Key Themes: Finding Market Dominance and Technology Leadership Overview: We continue to pursue our goal of identifying and performing research on market leaders in Japan that possess strong competitive advantages, market dominance, decades of high global market share, and superior technologies/IP for the next secular growth stories. We tried to accomplish this through our research […]

Winging It! Implications of Trump’s Tariff Plan on US A&D

airplane

Implications of Trump’s Tariff Plans on the Commercial Aerospace and Defense Industry  The commercial aerospace and defense industries are relatively insulated from the potential adverse effects of Trump’s tariff plans  due to several structural factors. A significant portion of the manufacturing base for these industries is located within the United  States, particularly for major players […]