Brass Tacks

Brass Tacks One of the more difficult things about investing in a Trump Administration is the constant state of distraction. It is all too easy to get caught up in day-to-day antics and lose perspective of the stuff that will really matter in the long run. It’s a constant battle. This week, we want to […]
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Relief Valve

Relief Valve A pressure relief valve is a safety device that automatically releases excess pressure in a system when it exceeds a predetermined level, preventing potential damage or catastrophic failure. While a relief valve is a critical safety feature, it is not designed  to solve the underlying problem creating the excess pressure. What we have […]
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April 2, 2025: “Liberation Day” or Policy Wild Card?

April 2, 2025: “Liberation Day” or Policy Wild Card? Dubbed “Liberation Day” by President Trump, April 2 is shaping up to be a pivotal moment for U.S. trade policy—not an April Fool’s prank, but a serious shift with potentially far-reaching implications. That said, given the administration’s historically erratic, start-and-stop approach to tariffs, uncertainty still looms […]
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Do Tariffs Really Work? What History & Markets Say

Do Tariffs Really Work? What History & Markets Say Understanding Tariffs: Their Economic and Market Impact With tariffs now front and center, history shows they have had mixed effects on the economy and markets. While past examples like Smoot-Hawley were disastrous, Trump’s tariffs did not derail economic growth or markets. If Trump 2.0 leads to […]
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And So It Begins (Again)

And So It Begins (Again) Trump 2.0 begins on Monday and what that will bring to financial markets remains far from clear. What we have seen thus far is that the stock market is generally positive about what is to come, and the bond market is generally negative. The things that appear most obvious are […]
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