Headlines!
The headlines blare that tariffs are creating economic uncertainty. Inflation is coming. The next day deflation is coming. Tax policy will drive
It's fair to say that there is tremendous economic uncertainty created by tariffs, direction of interest rates, and various other dramas impacting the economy
Investors have been breathing a sigh of relief as tariffs seem to be getting resolved country by country. Well, I'm afraid we will need to continue to hold our
Corporate earnings drive stock prices. Earnings essentially indicate how profitable a company is and is a contributor to where the share price will head.
Recent
I'm sure you have noticed the increasing number of headlines concerned about the strength of the U.S. dollar. This is understandable given the tremendous level
This week’s headlines bring potential changes in Fed leadership. A recent CNBC article highlights that President Trump’s potential pick for Federal Reserve
It's happening; deregulation continues to occur. While not everyone will necessarily agree with the changes that are being made, the reality is that
It was inevitable that the United States and China would come to a trade agreement; both countries need each other in order for their economies to operate at
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
