Weekly Market Pulse: Uncertainty Rules Everything Around Me
If, at the beginning of the year, anyone had predicted what actually happened in the first half of 2025, they would have been ridiculed and dismissed as delusional. If you were told that... Between January and April, the average US tariff rate will rise from 2.5% to 27% Among the Trump administration's first moves on trade will be to impose [...]
Weekly Market Pulse: The Turkey Leg
Note: I wrote most of this commentary prior to the US strike on Iran and I decided to go ahead with it anyway. I don't know any more than you do about what is going on in the Middle East and trying to predict what will happen in the coming days and weeks is a fool's errand. We have a [...]
Stay In Touch