Tariffs Return with a Vengeance

Tariffs Return with a Vengeance? The stock market, which had been merrily rolling along since the tariff issues subsided in April, was jolted on Friday by President Trump’s threat of ‘massive’ tariff increases on China. What had appeared resolved with China, albeit temporarily, is back in the forefront. On Truth Social, the President wrote: “Some […]
READ POST

Shutdown, But Not Shut Out

Shutdown, But Not Shut Out The longest government closure in U.S. history was in Trump’s first administration, lasting 35 days in late 2018 into 2019. During that period, the stock market rose roughly 10%, but do not read too much into that. The fourth quarter of 2018, and especially December, was a painful period for […]
READ POST

How AI Is Transforming M&A?

In this week’s episode, Phil sits down with Andrew Aw, a seasoned finance and strategy executive turned co-founder and CFO of a venture-backed fintech startup that’s transforming the M&A world with artificial intelligence.
READ POST

Beating the Market

Beating the Market Why is beating the market such a difficult feat? If the market is the average, it would seem that being modestly above average would be more than enough to beat the market by a little, but that isn’t the case. Most managers that use the S&P 500 Index as their benchmark don’t […]
READ POST

The U.S. Labor Market at a Crossroads

The U.S. Labor Market at a Crossroads The Fed has begun easing policy with modest rate cuts—25 basis points last year and another 25 this week. While these moves can gradually lower borrowing costs and support demand, their effect on job creation is uncertain. Structural challenges, such as a growing skills gap, an aging workforce, […]
READ POST