Last week’s post focused on earnings, but I included a small teaser on tax policy using the chart below. It generated some interest, so perhaps it's time to take a macro look at the implications of both the Harris and Trump tax policies. 1
According to the Tax… More >>
In the coming weeks, the amount of political noise will be all-consuming. I’m sure it will be sucking all of the oxygen out of the earnings season which will be in full swing by the November election.
The various tax proposals will be mind-boggling, with daily… More >>
The S&P 500 touched another record high last week, marking the 45th time it has set a record this year. Last week’s blog covered the topic of extreme pessimism. Really smart people can be seduced into pessimistic thinking even when the only logical reaction should be… More >>
The world is grappling with a series of challenges: Escalating wars in the Middle East and Ukraine, a cataclysmic hurricane in the Southeast, and the uncertainty surrounding the upcoming Presidential election. For investors, it feels like scaling a wall of worry.
While… More >>