Even before the Friday afternoon Oval Office theater, the stock market has been increasingly anxious about the long list of ideas being tossed around in DC. It is becoming especially difficult to separate politics from anything, but I will remind every reader regardless of your political leanings — DO NOT LET
If the stock market was a living creature, I picture it as a diabolical schemer who enjoys seeing as many people suffer as possible. One way he or she would do that would be to act like your friend, to give you gifts, and make your life seem easy. Then,
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.
