Tallying Trump
This past week, I had a reporter ask me if the economy and markets had behaved differently than I expected under President Trump so far
Hitting Reset
This week, the S&P 500 reclaimed the zero line, emerging unscathed from the tariff tornado. Despite the histrionics year-to-date, the markets stand within range of
Corporate Buybacks: Inspiring Confidence or Engineering Financials?
In recent decades, corporate stock buybacks have become a force in the financial landscape. Once rare, buybacks are now one of the most common ways
Keeping Calm Even When Markets Aren’t
For most investors, watching the market go down can be directly related to how much anxiety goes up. An emotional response to extreme market volatility
The First Saturday in May
In what can feel like an early kickoff to summer, the first Saturday in May draws millions to the heart of Kentucky for the annual
The Tariff Trauma Starts Now
President Trump began his tough talk on tariffs years ago, but the marketplace vastly underestimated the brute force of the reciprocal tariffs initiated on “Liberation
How to Trade the Trump Two Step
I spent this week in New York City visiting with the media and debating current events with a variety of experts. The volatility in markets
The Great American Restructuring
On Wednesday of this week, President Trump unveiled his tariff tonic for what ails the American economy. As we discussed last week, Trump has three
Tallying Trump
This past week, I had a reporter ask me if the economy and markets had behaved differently than I expected under President Trump so far
Hitting Reset
This week, the S&P 500 reclaimed the zero line, emerging unscathed from the tariff tornado. Despite the histrionics year-to-date, the markets stand within range of
Corporate Buybacks: Inspiring Confidence or Engineering Financials?
In recent decades, corporate stock buybacks have become a force in the financial landscape. Once rare, buybacks are now one of the most common ways
Keeping Calm Even When Markets Aren’t
For most investors, watching the market go down can be directly related to how much anxiety goes up. An emotional response to extreme market volatility
The First Saturday in May
In what can feel like an early kickoff to summer, the first Saturday in May draws millions to the heart of Kentucky for the annual
The Tariff Trauma Starts Now
President Trump began his tough talk on tariffs years ago, but the marketplace vastly underestimated the brute force of the reciprocal tariffs initiated on “Liberation
How to Trade the Trump Two Step
I spent this week in New York City visiting with the media and debating current events with a variety of experts. The volatility in markets
The Great American Restructuring
On Wednesday of this week, President Trump unveiled his tariff tonic for what ails the American economy. As we discussed last week, Trump has three