April 11th, 2025
Markets were turbulent this week as tariffs remained front and center, dominating investment discussions. Bonds, typically a safe haven in times of market trouble, are down a little this month and continuing their recent pattern of bad behavior. Even Larry…
April 4th, 2025
The Trump administration invoked the International Emergency Economic Powers Act (IEEPA) this week to address widening trade imbalances by imposing broad trade tariffs across the globe. While the founding fathers originally gave Congress the power to impose tariffs, over the…
March 28th, 2025
US stock indices spiked higher on Monday, but are looking to finish the week lower (as of Friday morning). Monday was a sign that investors are looking for patches of blue sky, but clouds of uncertainty remain in the…
March 21st, 2025
US stocks were looking to break a four-week losing streak today, but as I write this on Friday morning, it’s looking a little iffy. Investors remain nervous over two big events on the near-term horizon – 1) reciprocal tariffs going…
March 14th, 2025
Tariffs and uncertainty pushed US stocks lower again this week and the S&P 500 is now officially in a correction, defined as a decline of 10% or greater. The index reached its all-time high on February 19th and has fallen…
March 7th, 2025
It’s a pretty simple story this week as the on-again, off-again tariffs have injected uncertainty into the markets and driven US stock indices lower. Overseas stocks, specifically European markets, have held up particularly well. February showed a sharp divergence between…
February 28th, 2025
The second half of February has seen stock indices tumble and bond markets rally. The Nasdaq has led the recent decline (green) while the S&P 500 (pink) is barely negative and non-US stocks (red) remain up over 6% so far…
February 14th, 2025
Happy Valentine’s Day! It was a busy week for the markets as the January inflation reports were released for both consumers and producers (businesses). They both showed that prices increased slightly more than expected last month. For consumers, prices rose…
February 7th, 2025
The market started the week with tariffs front and center. President Trump’s announcement of tariffs against Canada, China, and Mexico shook the markets briefly at the beginning of the week before actions against Mexico and Canada were postponed. Stocks recovered…
January 31st, 2025
It was a busy week in the markets, and it all started with a small Chinese startup company that is shaking the pillars of the US stock market. For over a year, the US stock market has been dominated by…
