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
Why So “Tariffied”?
Earlier this year, we shared our 2025 Outlook presentation entitled, “That’s the Spirit! How the Revival of Animal Spirits will Impact Economies and Markets in
The Madness of March!
Happy March Madness! Last week, 68 teams were selected to participate in the Men’s NCAA basketball tournament, and today marks the conclusion of the first
Riding the Tariff Tornado: Why Market Corrections Are More Opportunity Than Crisis
The Trump administration’s “ready, fire, aim” tariff campaign has produced a “ready, fire, aim” selling campaign within the markets. Over the past three weeks, the
A Fork in the Road
Long-time MLB catcher Yogi Berra is famously attributed with the quote, “When you come to a fork in the road, take it.” Sure, Yogi, got
What to Expect from the Unexpected
I hope you have had a chance to watch our 2025 Outlook presentation. If not, click here! In it, we conclude with the notion that
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
Why So “Tariffied”?
Earlier this year, we shared our 2025 Outlook presentation entitled, “That’s the Spirit! How the Revival of Animal Spirits will Impact Economies and Markets in
The Madness of March!
Happy March Madness! Last week, 68 teams were selected to participate in the Men’s NCAA basketball tournament, and today marks the conclusion of the first
Riding the Tariff Tornado: Why Market Corrections Are More Opportunity Than Crisis
The Trump administration’s “ready, fire, aim” tariff campaign has produced a “ready, fire, aim” selling campaign within the markets. Over the past three weeks, the
A Fork in the Road
Long-time MLB catcher Yogi Berra is famously attributed with the quote, “When you come to a fork in the road, take it.” Sure, Yogi, got
What to Expect from the Unexpected
I hope you have had a chance to watch our 2025 Outlook presentation. If not, click here! In it, we conclude with the notion that
