Tariff Flip Flops Supercharge Our Animal Spirits
Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors seco...
14 Apr 202515min
Why The Big Short is Not Short Right Now
Steve Eisman, who was profiled in the terrific book and movie, "The Big Short", explains why he's not shorting any parts of the market right now, but what he would bet against under certain conditions...
10 Apr 202521min
Powell Preaches Patience as Trump Tariffs Topple the Bull
Liberation Day last week brought the biggest selloff in the stock market since the early days of the pandemic as investors couldn't get out of stocks fast enough, putting a swift end to the bull marke...
7 Apr 202520min
Bracing for 'Liberation Day', and the Dizzying Decline of the Dollar
Investors have been bracing for, and selling ahead of April 2nd, dubbed "Liberation Day", by The White House, when hundreds of billions of dollars in tariffs are set to be imposed on Canada, Mexico an...
31 Mars 202515min
The Fed Said the "T" Word, and Individual Investors Buy the Dip
Stocks rallied last week following dovish comments and forecasts from the Federal Reserve, but Chair Powell said inflation may be 'transitory', which brought back nasty flashbacks from 2021. Investors...
24 Mars 202514min
Seema Shah on How to Invest Through Policy Chaos
Seema Shah, the Chief Global Strategist at Principal Asset Management, on how and where to invest as tariff and policy uncertainty roils markets and economies. In an unpredictable investing landscape,...
17 Mars 202522min
The Correction Cometh as the Fed Put Goes into High Gear
The S&P 500 fell into a correction last week as sentiment soured to multi-year lows amid tariff and economic policy uncertainty. Don't look now, but credit spreads are widening, pushing the Fed into t...
17 Mars 202516min
Tech Gets Corrected Triggering the Titanic Syndrome
Another week of selling as the stock market suffers its worst week since early September sending the Nasdaq into correction territory and triggering the very rare and very dangerous Titanic Syndrome. ...
10 Mars 202513min
