David Roche, president of Independent Strategy, warned the economy is entering a “war-cession,” and said markets are underestimating it.
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Top strategist says to own stocks in these sectors to beat any recession

Russia and UAE double down on trade, testing U.S. limits
Russia’s President Vladimir Putin shakes hands with United Arab Emirates’ President Sheikh Mohammed bin Zayed al-Nahyan during a meeting in Saint Petersburg, Russia, October 11, 2022. Pavel Bednyakov | Sputnik | via Reuters DUBAI, United Arab Emirates — United Arab Emirates President Mohammed bin Zayed al Nahyan traveled to Russia on Thursday for his second […]
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CNBC’s Inside India newsletter: India’s oil options in a post-Russia world
This report is from this week’s CNBC’s “Inside India” newsletter. Like what you see? You can subscribe here. The big story If refineries are the oil industry’s children, India’s got plenty of mouths to feed — and U.S. tariff threats over Russian crude are imperiling a distinctly affordable meal ticket. This week, U.S. President Donald Trump […]
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Intel shares drop after Trump calls for CEO to resign immediately
Intel’s CEO Lip-Bu Tan speaks at the company’s Annual Manufacturing Technology Conference in San Jose, California, U.S. April 29, 2025. Laure Andrillon | Reuters Intel shares were under pressure Thursday after President Donald Trump called for the chipmaker’s CEO to resign immediately. In a Truth Social post, Trump said Intel Chief Executive Lip-Bu Tan “is […]
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