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Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

Printer Friendly Version Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits. China quickly retaliated, Europe may follow...

Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Printer Friendly Version Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s...

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025

Printer Friendly Version Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the uncertainty about economic...

Market Correction Perspective | Weekly Market Commentary | March 17, 2025

Printer Friendly Version U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind the risk-off rotation. The 10% drop —...

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

Printer Friendly Version Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons...
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Recent Posts

  • Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
  • Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025
  • Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025
  • Earnings Season Delivered | Weekly Market Commentary | August 18, 2025
  • Stocks Sailing Smoothly Through Policy Crosscurrents So Far | Weekly Market Commentary | August 11, 2025

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