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By The Shores Of Lake Geneva
Here is how US Treasury Secretary Scott Bessent characterized his negotiations with Chinese trade officials this past weekend: "We…
Tariffs
24 posts
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From Trade Wars To Trade Deals
President Donald Trump will need to declare victories in his trade wars with multiple countries around the world sooner rather…
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Year Of The Snake
Stock prices soared today on a better-than-expected April US employment report and news that China is evaluating US overtures to…
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Is The US In A Recession?
The S&P 500 is down sharply this afternoon. Losses started in the morning due to more Trump Tariff…
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Stocks Rise On Latest Trump Pivot
Any day with a Trump Pivot is a good day for the stock market. Shares of automakers closed higher today…
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Tit-For-Tat: The Opposite Of Panda Diplomacy
The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let…
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MARKET CALL: Follow The Bouncing POTUS
In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…
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Bond Vigilantes Remain Unhappy
It was not a happy day in the bond market. Neither was it a happy day in the stock market:…
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ECONOMIC WEEK: APRIL 7-11
While Trump's tariffs will likely dominate the headlines, the economic week ahead will also focus on the inflationary…
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More Bad News Caused By Trump Turmoil 2.0
Trump Tariff Turmoil 2.0 has caused a stock market selloff that is in full swing. The Nasdaq fell around…
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Stocks Greet Liberation Day With Bronx Cheers
President Donald Trump and his guests at the Rose Garden today celebrated Liberation Day. Stock investors won't be…
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Our New S&P 500 Earnings & Price Targets Under Trump's Reign Of Tariffs
Yesterday, we reduced the odds of our Roaring 2020s base-case scenario from 65% to 55% and raised the odds of…
