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
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
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
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
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
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