July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material that will capture viewers. Not…
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The Limits of Data in an Ever-Changing Environment
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have…
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How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade l Ep 258
In this episode of Grow Money Business we review what the markets have done as news of trade negotiations has trickled out over the last few weeks. We review whether tariff policy leads to inflation…
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Does Volatility + Uncertainty Equal Recession
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear…
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Tariffs, Policy, Politics and Your Portfolio l Ep 257
This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors. We cover an article commenting on a recent wonky U.S. government…
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April Market Commentary: A Shock to the System: Tariffs, Stagflation and Market Corrections
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as…
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Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? l EP 255
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second…
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February Market Commentary: A New Administration Gets Down to Business
January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway with a lot of sound and fury, particularly around tariffs,…
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