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
Nobody likes going through anything uncomfortable. That's just human nature. This is also true when investing.
Over the long-term, stock market returns have averaged around 10% per year. This is true whether you go back to 1990, 1950, or even 1926. When you start investing the 10% sounds great. What
Everything becomes more clear as we gain the benefit of hindsight. My experience and SEM's use of quantitative models which remove emotion from the decision making certainly makes it a bit easier for me to see things a bit more clearly in real-time, but I am also human and there
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
