The Balance of Trade (and Labor)
In the past couple of months, there is growing concern about the global impact of President Trump's initiative to install tariffs on...
History Making Streak Ends
A historic streak ended with the close of the market on Wednesday, which was the final trading day of February. On a total-return basis,...
The Return of "Normal" Behavior
For the first time in almost 2 years, the stock market demonstrated a small sell-off over the last week. We have been proactive over the...