We should not be surprised that job growth is slowing. Our thesis for interest rates not rising significantly is based on our view that tariffs as well as
Just because a sector is growing does not necessarily mean profits. Margin compression is an issue we evaluate on an ongoing basis as this is a significant
News headlines, company developments, geopolitical concerns all impact markets and companies. Too often investors assume that once you invest you never need to
Panic is reacting to news and taking actions that might not be best for long-term strategies. If you avoided reacting with actions, you are to be congratulated
I thought you might find this latest commentary from CNBC interesting as it essentially since it aligns with what we've been saying for quite some time; the
In this video update, I talk about what firing the Federal Reserve Chairman might do to markets. I know this is hard to fathom, but this has become a distinct
Tariffs continue to dominate the news. We’ve outlined our perspective on how tariffs impact the economy, both short and long-term. Tariffs have consequences
Markets continue to react strongly to tariff policies implemented by the new administration. The concern is that economic activity will be negatively impacted
The excitement continues in the market with huge swings in the indices. In this video weekly update, I share with you my thoughts on volatility, how it impacts
The excitement continues in the market with huge swings in the indices. In this video weekly update, I share with you my thoughts on volatility, how it impacts
