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President Trump said he had “no intention” of firing Fed Chair Jerome Powell.
Apr 23, 2025

President Trump said he had “no intention” of firing Fed Chair Jerome Powell.

At least not today, anyway.

The market doubled its fall after Jerome Powell’s remarks.
Apr 17, 2025

The market doubled its fall after Jerome Powell’s remarks.

The FED is in waiting mode, just like the rest of us.

Death cross for the S&P and Nasdaq!
Apr 16, 2025

Death cross for the S&P and Nasdaq!

Record number of global investors plan to cut their holdings of US equities.

“Recession is at best half way priced.”
Apr 15, 2025

“Recession is at best half way priced.”

Even with the 90-day pause, US effective tariff rate is still expected to be much higher than pre Liberation Day.

Consumer sentiment is cratering.
Apr 14, 2025

Consumer sentiment is cratering.

Q1 earnings season poses next big test for the S&P 500.

Stocks AND bonds dive again with fear over Trump’s unpredictability.
Apr 11, 2025

Stocks AND bonds dive again with fear over Trump’s unpredictability.

Has the US become uninvestible?

Part 2: The rebound
Apr 10, 2025

Part 2: The rebound

The world has 90 days to negotiate with Trump, or the levies will come back.

You can’t put the toothpaste back in the tube.
Apr 09, 2025

You can’t put the toothpaste back in the tube.

Uncertainty makes it uninvestable.

The market is pricing in a global recession.
Apr 08, 2025

The market is pricing in a global recession.

"End of the tariff clown show"?

"An economic nuclear winter."
Apr 07, 2025

"An economic nuclear winter."

The global sell off is spreading around the planet.

The Mag7 collapsed more than 6% as a whole, wiping out $1 trillion in market cap.
Apr 04, 2025

The Mag7 collapsed more than 6% as a whole, wiping out $1 trillion in market cap.

Are you not entertained?

Stock market in the toilet after closing.
Apr 03, 2025

Stock market in the toilet after closing.

Trump’s "discounted" tariff chart tanks stocks...

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