Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices all rallied sharply this past week. The Dow (DJIA) jumped 4.7%, its biggest weekly gain since November. It also snapped a six-week losing streak. The S&P 500 and Nasdaq (NDX) were up 4.4% and 3.9% this week, respectively. It can certainly…
Geopolitical Tensions Exact Toll On Global Economy & Investors
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Merrill Lynch: How tight are financial conditions?
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Rising Trump Re-election Odds: Investor Impact
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Morgan Stanley Raises to 3,900 on $193 in Earnings
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Oaktree Capital’s Howard Marks: What Really Matters?
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I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
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