tariff policy

Weekly Update

Uncertainty Reaches Crisis Levels


Published April 4, 2025

 

The market turbulence reached a higher gear this week. Our friends at Delta Research provide an overview of the market inputs below:

“Since the presidential election, there has been a whirlwind of U.S. government policy changes. Rapid change creates investor uncertainty. The chart below shows how economic policy uncertainty recently reached the third highest level in the past 40 years. (more…)

Uncategorized, Weekly Update

How Emotion Drives the Economy


Published September 20, 2019

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Finance, and investing even more so, are resting on the foundation of human emotion. How much a stock is worth certainly has some underpinning in the company’s earnings. But perhaps more important is the price-earnings or P/E ratio, which is how much investors are willing to PAY for those earnings. (more…)