Previous Tidbits

Say what you want about Donald Trump — and the media certainly does — but the man plays the press like a Steinway.

The following scenario maintains that for economic growth, Trump needs to avoid tariff levels that significantly dent consumer purchasing power.

The Q1 2025 earnings season has revealed a striking dichotomy in corporate America’s approach to forward guidance.

When President Trump announced a tariff rollback on Chinese imports in early April—marking a sudden about-face from his “economic warfare or bust” stance—it didn’t just change policy.

In a significant development that marks the end of an era, Moody's Ratings downgraded the United States' long-term sovereign credit rating from AAA to Aa1 on Friday.

The recent stock market rally exhibits all the classic characteristics of a bear market rally rather than the beginning of a sustainable bull market.

Goldman Sachs strategist Peter Oppenheimer recently noted that "the asymmetry for equity investing is poor."

Don’t be surprised today when Jerome Powell reiterates, we are data driven. That is not what the white house wants to hear.

Don’t get FOMO fever. This market isn’t going to run away yet. It more than likely will get worse again before it’s recovered. Inside the numbers tell the story.

Wall Street's latest rally has all the substance of a Hollywood movie set—impressive from the front, but peek behind and you'll find nothing but wooden props and scaffolding.