The fear of tariffs set markets in a tizzy in the latter half of the first quarter of 2025, particularly hitting hard our growth companies as fear of higher inflation and interest rates once again drove a frenzy of underperformance for the fastest growing companies just as they had been gaining their footing through 2024. As April progressed...
Wednesday, April 09, 2025
Steve and Steve Have A Great Idea
What a day today in markets!More on that later, but as a follow up to the blog article we published last week about the market missing the big picture about tariffs and the economy, we wanted to highlight some recent commentary by two very notable economists, Steve Moore and Steve Forbes, regarding tariffs and the tax system. Last December, Moore...
Friday, April 04, 2025
Seeing Beyond The Tariff Storm
In light of the extreme volatility and market reaction that the markets have displayed in response to the Trump Administration’s new tariff regime, we want to emphasize that the market appears to be shooting first and asking questions later. While the magnitude of the tariffs was higher than expected, which resulted in a very violent and negative...
