Trump 2.0
And a recap of the busiest week of the year...
Andy
Speculative Spotlight 3.0
No Risk, No Reward
Value Stock Spotlight 6.1
Still very bullish.
Fed Fallout + Portfolio Updates
Spot on.
Fed Day
The biggest day in years.
The Powell Pivot
The same culprit for the last 5 recessions will strike again, and it isn't rate cuts.
Markets in Turmoil... why?
What to make of today's action, and how to position.