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MARKET CALL: 'There Will Be Flexibility'
When President Donald Trump was asked on Friday about his tariff policies, he said: "I didn’t change my…
Global Stocks
7 posts
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MARKET CALL: Unexceptional Performance Of US Stocks So Far In 2025
US stocks haven't been exceptional since Donald Trump won the presidential election on November 5, 2024. That'…
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Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
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Global Monetary Fire Hose To The Rescue!
Chinese stocks rose 4.1% overnight thanks to the flurry of easing measures from its central bank (chart). The Peoples…
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Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
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Inflation: China Is Killing It
What have we learned about inflation over the past year? One of the main reasons that the US doesn'…
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Stay Home vs. Go Global
The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the…
