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Are Tariffs Inflationary Or Deflationary? Are They Really ‘A Beautiful Thing?’
Until recently, the message from the bond market has been that tariffs are deflationary because they depress global economic activity.…
Trump 2.0
7 posts
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Are Odds Of A Bear Market Rising? Will Earnings Save The Day?
We've been betting on the resilience of the US economy and earnings to keep the bull market going.…
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MARKET CALL: Riding A Bucking Bull
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old…
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MARKET CALL: Choppy Waters
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs…
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MARKET CALL: Beware The Front Cover Curse & Trump Tariffs 2.0
We are sure that Forbes magazine has had plenty of cover stories about successful entrepreneurs who survived the front-cover curse…
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Take Down These Interest Rates And Oil Prices Too!
President Donald Trump invoked his inner President Ronald Reagan today in a virtual speech at the World Economic Forum in…
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Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds
The stock market rose today, buoyed by the fact that President Donald Trump didn't raise tariffs on Day…
