It's early days and I think what's really important is open and strong trading relations
The events of the last few days have once again shown that anything can be expected of Trump,
Markets have shown some nervousness around the prospect of a trade war, yet it doesn't look like we're going to have another truly miserable day,
A risk is that this is the beginning of a tit-for-tat trade war, which could result in lower GDP growth everywhere, higher US inflation, a stronger dollar and upside pressure on US interest rates,
Investors have suggested the equity market is the US administration’s scorecard and any policy changes that hurt risk assets will be quickly dialed back,
However, the uncertainty surrounding the permanence of these tariffs makes it challenging for companies to make informed capital investment decisions,
It's probably going to take several quarters to have a noticeable impact,
One thing we can say for sure. Markets are going to remain subject to massive headline risk in coming hours... days... and years,
This is a very fluid and evolving situation,
We are in a bull market fueled by a strong U.S. consumer and rising corporate profitability. Until something cracks with this narrative, I believe dips are buyable,
Those are riskier cryptos” than bitcoin
The flip side of like this asset gaining respectability and finding a role in institutional portfolios is now all of a sudden you’re exposed to the liquidity constraints that larger investors face,
The volatility is something that we have leaned into in a big way since the turn of the calendar,
Dividend-paying stocks in general tend to be less sensitive to interest rates because you are getting more of your return in the form of dividends,
Initially, Treasury yields are likely to rise as tariffs raise inflation,
Covered calls tend to generally work best when we need them most,
Think about what industries are going to be vulnerable to some of these tariffs,
During normal times, I encourage people, especially retirees, to carve out a portion of their bond portfolio and build a bond ladder using short-term Treasurys, or brokered bank CDs,
Due to higher tariffs, the price competitiveness of these Korean goods manufactured in the two U.S. neighbors will inevitably become weaker,
Under these circumstances, Korea should embrace the possibility of setbacks in exports, which in turn can lower the country’s annual growth by up to 0.5 percent,