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
The stock market continues its stampede higher following the re-election of Donald Trump. The assumption is apparently everything will be awesome. I truly hope that is the case, but as I outlined the week after the election, there are several areas where I believe voters, investors, and the President-elect himself
Friday morning I had CNBC on while I made our twins' breakfast. It was the morning of the jobs report and I wanted to get a feel for the market's reaction. As is often the case one 'expert' would argue how good things are and another 'expert' would state his
A year ago, the stock market was in the midst of a 10% correction over fears the economic data was too strong, which meant the Fed was going to continue in their inflation fight. The sell-off started when the Fed hiked rates after a one meeting pause. The sell-off didn't
As a parent of 6 and grandfather to soon to be 4 grandchildren, I've used the phrase, "be careful what you wish for" more times than I can remember. As somebody who has been following the investment markets for over 30 years, I have used that phrase during a few
