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The True Cost of Tariffs: Decoding Scott Bessent’s ‘One-Time Adjustment’

Stocks traded mostly higher yesterday as traders digested Trump’s first and notable trade saber-rattle with an Israel-Lebanon ceasefire providing some cushion. FOMC minutes show that the Fed is still on track to cut rates… slowly toward the unknown neutral rate… eventually. Housing prices continue...
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Tariffs, Tweets, and Market Reactions: A Guide for Investors

Stocks gained yesterday on optimism that Trump’s pick for Treasury Boss will get the job done without too much collateral damage. The yield curve inverted as longer-maturity bond yields tumbled sending mixed signals and leaving traders nervously optimistic.
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Tariffs, Taxes, and Treasuries: Scott Bessent’s Role in Trump’s Economic Playbook

Stocks rallied to close off the week on a positive note carried by upbeat retail earnings. Flash manufacturing PMIs missed targets while inflation-causing services PMI surged as consumer sentiment was revised lower, making for a ball of messy economic signals.
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Rolling Up Sleeves: How Wall Street is Reacting to Trump's Cabinet Picks

Stocks traded higher yesterday as interest rates steadied and investors’ fears melted into optimism. Existing Home Sales picked up in October following September’s mortgage rate dip; by the end of October rates were significantly higher leaving investors wondering if the rise in sales could stall.
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The Long Game in AI: Lessons from NVIDIA’s Earnings and the Mag-7

Stocks had another mixed close in a session that was dotted by nervous optimism and concerns that the Ukraine conflict can spiral out of control. Target’s earnings miss is in sharp contrast to fellow retailers Walmart and Williams Sonoma, reminding us that sometimes companies’ stocks don’t always...
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Wall Street Adages Meet $100k Bitcoin: Lessons from a Seasoned Trader

Stocks had a mixed close yesterday as traders overcame early session jitters from an escalation of tensions between Ukraine and Russia. All eyes are on lead-horse NVIDIA and its earnings which are expected after today’s close. The results could determine overall market performance for the remainder...
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The Hidden Costs of Trump's Policies: What Tariffs, Tax Cuts, and Immigration Mean for Your Wallet

Stocks got a day of rest yesterday, closing mostly higher, as traders await the next big drop from the Trump transition team, who will head the Treasury. Builders were more optimistic than expected this month, but far less than in years past, according to the latest NAHB report.
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