Market Overview

Today's batch of economic indicators shows a few signs that Trump Turmoil 2.0 started to weigh on the economy during March. That’s the message from the month's national ISM manufacturing purchasing...

The sweeping policy change for US tariffs announced yesterday by President Trump is a game-changer for the global economy. Exactly how trade flows shift, economies pivot, and governments around the...

President Donald Trump and his guests at the Rose Garden celebrated Liberation Day. Stock investors won't be celebrating today based on the plunge in futures prices tied to the DJIA, S&P 500, and...

A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal...

Euro Zone inflation dropped to a 4-month low of 2.2%, increasing bets on an ECB rate cut in April. Uncertainty surrounds the inflation outlook due to US tariffs and the EU's response. The DAX index...

Well I think the market finally realized that Trump was serious about his tariffs. I mentioned it on Sunday. As noted then, I think he is pretty serious about this stuff. Trump has been telling us...

We are big fans of Sunday crossword puzzles, which tend to be bigger and more challenging than the weekday format. Adding to their allure, most Sunday puzzles have a clever theme, typically three or...

Tariffs are meant to reinvigorate US manufacturing, but there is more concern about what they mean for supply chains and the prospect of foreign retaliation right now, amidst signs of a cooling...

’There are decades where nothing happens, and there are weeks where decades happen’’ – Vladimir Lenin. Markets were sleepwalking into April 2nd before we had a decent sell-off in US stock markets...

Many investors seem to be missing the gold rally. The chart below exhibits two lines: the black one shows the total known gold ETF holdings, while the brown line represents the gold spot price. Gold...

Reign Of Tariffs I: Losing Confidence Does President Donald Trump want a recession? He is going to get one if he continues to pursue his chaotic tariff policies. Consider the following: 1. CFOs &...

Last week, we noted that the market performance, while distressing as of late, has been well within regular correctionary market cycles from a historical perspective. To wit: “While Trump’s tariffs...

It wasn’t that long ago that used car prices were soaring as the production of new cars was crimped due to Covid-related supply line shortages. Since then, used car prices have stabilized as the...

Building long-term wealth is not just about earning money—it’s about making smart financial decisions that allow your wealth to grow consistently over time. The financial markets offer many...