April 20, 2025 IntroductionAs we navigate these volatile markets, understanding sector rotations and macroeconomic trends is critical. One of the most effective tools for doing so is tracking industry-specific ETFs, which provide real-time insights into shifting investor sentiment and economic cycles. Recap of Recent Market Turmoil The “Party’s Over” Signal: Gold
April 17, 2025 These are the Top 5 picks from the Capital Events Management Investor Breakout Exchange (Discussion Group of over 60 financial advisors and money managers) last weekend in Scottsdale, Arizona. I did not attend the CEM Conference, as I recently resigned due to retirement; however, I endorse CEM
April 16, 2025 Earnings Season is here—that quarterly ritual in the market where companies unveil their financial health. But savvy investors know these reports aren’t just spreadsheets of facts. As media theorist Marshall McLuhan famously said, “The medium is the message.” Today, earnings reports are the medium through which Wall
April 15, 2025 The United States’ economic strengths, including its deep credit market, robust financial system, and the dollar’s global reserve status, provide a solid foundation for resolving economic disputes, as it has done effectively for 80 years. However, a tariff war with China introduces complexities that challenge the notion
April 14, 2025 Introduction The Trump administration’s proposed $1–1.5 million fee per port call on Chinese-built vessels—a direct strike at China’s shipbuilding dominance—has thrust the US-China trade war into uncharted territory. Coupled with existing tit-for-tat tariffs (145% US tariffs on Chinese imports; 125% Chinese retaliatory levies), this policy has triggered
April 10, 2025 Over the years, I’ve observed that the world of finance is split into two distinct groups: traders and investors. Many articles on the subject still follow the old sell-side narrative, missing the true difference. In my view, the most important distinction lies in how each participant is
Wednesday, April 9, 2025 Investors are Bracing for Volatility as Trade War Escalates—Here’s How to Protect Your Portfolio It’s not a good day for investors worldwide. Following former President Trump’s latest tariff hike—taking the total to a staggering 104% on US imports of Chinese goods—China has retaliated with an 84% tariff on
April 8, 2025 A few days ago, I published a comprehensive report on my analysis of the Trump tariffs. Today, I will provide detailed but general advice to institutional clients. The Trump ‘America First’ policy regarding international trade will have an enormous impact on the worldwide economy. The 15-18% annualized
April 8, 2025 Today marks the first time I’ve truly felt that Pierre Poilievre is poised to become Canada’s next Prime Minister. One glance at former Prime Minister Stephen Harper on the campaign trail solidified this belief. Under Harper’s leadership, Canada was an economic powerhouse, leading the OECD in growth,
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