Last Week The markets in 2025 are unfolding to be a series of Trump bumps and slumps. Unfortunately, the combination of the “Big, Beautiful, Bill” and a Testy Tariff Tweet sent the markets into another tailspin. Following Moody’s downgrade of U.S. sovereign debt on...
Last Week Global equities traded higher last Monday morning following the weekend summit in Switzerland between U.S. and China officials, which both parties characterized as being productive. Specifically, both nations agreed to reduce tariffs for 90 days...
Last Week The lyrics of the Four Tops were the same old song, with Trump and Powell setting the beat. This latest verse was a slightly hawkish interest rate decision from the Federal Reserve, offset by some positive sentiment on trade after U.S. President Donald Trump...
Last Week On the cover of the most recent Barron’s is a picture of a lone bull in a grassy field with the caption “Where Did the Bulls Go?" (Bob Dylan might answer that question if he wrote a song about the stock market.) The cover story highlights that the percentage...
Last Week Stock market trading got off to a grim start on Monday, with no tariff agreements reached over the weekend and President Trump intensifying his pressure on Fed Chair Jerome Powell to lower rates or face termination. North Star Chief Investment Officer Eric...
Last Week “Slip sliding away, slip sliding away You know the nearer your destination The more you’re slip sliding away” Paul Simon The stock market posted its seventh negative week out of the last nine, as tariff whipsaw and the standoff between the Federal Reserve...
Last Week “It’s good to be king, if just for a while To be there in velvet, yeah, to give 'em a smile It's good to get high and never come down It's good to be king of your own little town” -Tom Petty The stock market posted its best weekly advance since early...
Last Week In our last commentary, we discussed the onset of the tariff fog. It is safe to say that the fog thickened dramatically, as the details unveiled were far denser than even the most draconian forecast. President Donald Trump's “Liberation Day" turned into...
Last Week Fog appears to be the new buzzword on Wall Street. One definition of Fog is “something that confuses or obscures.” A dense Tariff Fog has descended on the U.S. economy, resulting in dangerous driving for investors and business operators. The hazard lights...
Last Week As March Madness unfolds, we embrace the bounces and rebounds on the hardwood floors around the country, as well as those on Wall Street. The market snapped its four-week losing streak, rebounding from correction territory. The bounce off the correction was...