Why? Because tariffs create immediate uncertainty. They slow growth, tighten financial conditions, and drive a flight to safety — all of which are bond bullish in the short term. We’ve seen this playbook before: geopolitical tension or trade...
Stocks are getting destroyed all over the entire world. Things could turn on a dime but, for the moment and for good reasons investors are selling risk assets. The selling is global, the Volatility Index has spiked. Over the weekend social media...
After holding up for several weeks, many global markets are finally starting to feel the weight of the Trump tariffs.What began as a U.S.-centric correction has now turned into broad, indiscriminate selling...
On Wednesday, the United States announced new tariffs against dozens of countries. This set off a wave of selling pressure, which appears to have no end in sight.
It sure is acting like it. I'm very impressed with how Bitcoin has held in this week. Yes, it's down for the week like everything else. But the damage relative to tech stocks is minor.
Feels like now might be a good time to wade in with a mildly...
