In this week's Tech Edge, we dive into the impact of tariffs on the AI trade and identify the areas with the best opportunities. Impact of Tariffs Tariffs are dominating the headlines, and investors...
Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result has become an uncomfortable trend. The SPY closed with the worst 3-week slide since Dec...
We haven’t discussed global monetary inflation for a while, mainly because very little was happening and what was happening was having minimal effect on asset prices or economic performance. However,...
Last week, we discussed the more extreme levels of bearishness that have gripped the markets as of late. “In other words, while the media scrambled to align reasons with the sell-off, the correction...
I’m sure this week will be interesting, given the CPI and PPI reports. I’m sure the administration will have plenty of on-again and off-again policy statements about something. The one thing that...
Many believe Winston Churchill coined the phrase: “Never let a good crisis go to waste.” Others think it was President Obama’s Chief of Staff, Rahm Emanual, who said, “You never want to let a...
DOGE is unlikely to cause a US recession, but its "move fast and break things" approach raises the risks. Narratives about the U.S. economic outlook have darkened in the past month as concerns about...
Markets have struggled this week as fears are rising. Wall Street is on edge as investors say the Trump administration’s mixed signals on rolling back tariffs are creating confusion instead of easing...
