I ended last week’s commentary with this note: “I hear from Wall Street that the flurry of rapid-fire statements and executive orders coming out of

Last week, I ended my essay with this note: “I trust that the implementation of the proposed tariffs will take enough time for industries to

The stock market regained its footing after Monday’s DeepSeek mini-panic because Q4 earnings reports surpassed expectations, the dovish Fed paused, and robust economic growth remained

President Trump kick-started the MAGA agenda on Day 1 with 5 important quotes that set the tone for the next 100 days. These are particularly

The S&P 500 rose 3.2% this week, benefiting from solid earnings reports, cooler inflation prints and incoming pro-growth policies. The benchmark would have performed even

Based on metrics that we usually rely on to make calculated judgements, the stock market is currently costly. The Fed’s stock model, which compares earnings