Whether sports, business, or war, the person designing the strategy is attempting to confuse their opponents to gain an edge. Sometimes the goal is to throw complete chaos at them. If they don't know what to expect, they will always be on their heels.
For most of modern US history
Relatively speaking, last week was fairly quiet. We did have some Trade War 2.0 whiplash on Monday and early Tuesday and again on Friday, but based on the past month it was nice to focus less on the latest Truth Social post from the President and more on the
On Monday Nvidia lost $589 BILLION on market cap, a new record. Nvidia alone accounted for 2/3 of the drop in the S&P 500 index. We have discussed the lack of diversification and concentration risk in the S&P 500 occasionally the last couple of years.
I've been managing money in the markets for over 30 years. We've had several periods of time where it was necessary to follow the news all day long. Nearly all of those times were due to some sort of crisis, whether it was the Asian currency melt-downs in 1997 and
Whether you're ready or not, we are about to see a 100 day (or longer) period filled with a flurry of new policies out of Washington DC. There have already been many predictions of these policies leading to robust economic (and thus stock market) growth. If we learned anything from
