It's always interesting how the narratives can shift for the stock market. From the election in November until the middle of February the story was how the "pro-business" policies of President Trump would unlock impressive economic growth, low inflation, lower interest rates, and thus higher than average earnings growth. This
Maybe the "Liberation Day" tariff announcements were nothing more than a negotiating strategy. Maybe President Trump does care what happens to the stock market. Maybe the bond market sell-off spooked the President. Maybe China and the US will come to agreeable terms without damaging their economies. Maybe the President will
Uncertainty is the best word to describe the current outlook for the economy, stocks, bonds, and everything else in our world. Yet we continue to hear from 'experts' confidently declaring that they know what the next few weeks, months, or even years will look like. Often times you will get
In times of chaos, it is important to have a well-designed, battle tested plan. I don't know how better to describe the last week and a half other than pure chaos. That isn't a statement about my opinion of the swirling news alerts, the policies implemented, or the people who
After years of minor battles, last week the Trump Trade War exploded across the globe with his "Liberation Day" announcement on Wednesday afternoon. On day 1 in office he signed an order to study all trade agreements with a due date at the beginning of April. We knew the day
