Today’s narrative: The S&P 500 Index erased gains that reached 0.9 percent after comments from Larry Kudlow re-established the White House’s hard line on trade even after President

For client subscribers in particular, we think it’s important to keep you abreast of why we’re doing what we’re doing within portfolios.  Below are

This morning I touch on the state of the current correction, this morning’s selloff, trade relationships developing outside the U.S., political risk and current

As we’ve been harping herein continually, the current environment around trade is, in our view, the problem for the market so far this year. Bespoke’s analysis

President Ronald Reagan in his August 31, 1985 radio address shared his wisdom on trade.  HT Dan Mitchell

The first paragraph in yesterday’s blog post captures our view of near-term prospects for the market: “Clearly, global equities have little upside (and notable downside) potential

06/21/18 (Thursday) Clearly, global equities have little upside (and notable downside) potential as long as Washington holds the line on its current trade stance

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From our weekly message posted Monday: The thing about the U.S.’s protectionist ambitions is that they’re being imposed on virtually all of our major

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the