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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 and China. That has driven consumer and in
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 are as bearish as ever, but retail inve
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, Seema helps us focus on the real trends
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 the caution zone ahead of this week's piv
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. Plus, the headline numbers and the Fed C
Momentum Loses its MoJo, and the Risk Trade Gets Wrecked
February was a short and brutal month across the capital markets as the momentum trade into Big Tech and A.I. stocks reversed, leaving a pile-up of major losses across investors' favorite stocks. The White House dropped a new executive orde
Sentiment Shaken, Stocks Stirred, and Retail Traders Rush In
A swift drop in investor and consumer sentiment rattled the ‘Immaculate Rotation’ from growth to value stocks, sending the stock market off of record highs. But that hasn’t stopped retail traders from rushing back into the stock market at l
The Bull Goes Global, and Welcome to the Age of Electricity
Stocks snapped a two-week, battling through tariff and inflation headlines, to come within a fraction of all-time highs. What's driving the market higher now, what's different about today's rally, and why are global stocks spiking in the ag
The Securitization of the "America First" Agenda
Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies i
DeepSeek, A.I., Tariffs, and the Future of Economic Security
A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billions of dollars of spending by Big Tech on
