TRUMP News & Analysis

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America’s massive debts,...

This week’s chart of the week looks at election-cycle equity market performance.

As Buffett puts, “the stock market is a device for transferring money from the impatient to the patient”.

A break from business as usual.

If you want to build wealth over the long-term, trying to guess the stock market’s next move is generally a bad idea.

Some perspective for those scratching their heads at markets right now.

The price of gold whipsawed after Trump’s tariff pause, but has hit new highs.

Online marketplaces may face headwinds.

We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed our valuations.

Tariffs on China are in place and growing.