The High Cost of the U.S. Kicking the Can Down the Road
My long-term view of the dollar has been quite negative for a while, but the recent political shifts have accelerated it
Andy Krieger
Chaotic Market Conditions and Worsening Prospects
The US economy has displayed ever-increasing signs of weakness and vulnerability.
A Week of Turmoil and Opportunity
It has certainly been an action-packed week.
Are We Repeating History?
There has been a remarkable shift in global dynamics, and it raises a host of questions
A Closer Look at Stocks
The recent rally has been remarkable as market participants shrugged off disconcerting, disappointing economic data
What's Next for U.S. Stocks?
The US is clearly the global economic star right now, and it seems that everyone wants to participate in the action
The Far-Reaching Effects of Trump's Tariffs
Is implementing tariffs like this really the right solution to a thorny problem?