What Investors Need to Know About the Implications of Trump’s Tariffs

What Investors Need to Know About the Implications of Trump’s Tariffs

I continue to think Trump is following the negotiating strategies he laid out in his 1987 book, Art of the Deal, should Trump actually enact the trade tariffs on steel and aluminum, then what? As an investor, we have to game out the potential outcomes so we can assess the potential risk and position ourselves accordingly, which is what we’ve done here today.

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Markets Reach New Highs, But Why?

Markets Reach New Highs, But Why?

Thursday the Dow hit its 7th straight record close, despite the news that Special Counsel Mueller has impaneled a grand jury in the Russia election tampering probe. While many are attributing the market’s gains to president Trump’s administration, this divergence calls that into question. As does the reality that President Trump’s approval rating has hit new lows with disapproval ratings reaching new highs while the market has continued to rise.

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Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins not only recap, but also scrutinize the rash of conflicting economic data that has put a pause in the stock market’s move higher. Some data points to an improving economy, while others have led the Atlanta Fed to dramatically cut its GDP forecast for the current quarter.

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Cocktail Investing Ep 6: The growing divide between the hard & the soft economic reports, boxed.com CEO Chieh Huang

Cocktail Investing Ep 6: The growing divide between the hard & the soft economic reports, boxed.com CEO Chieh Huang

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins talk about everything from the market’s reaction to Trump’s speech before Congress to the widening divide between the real hard economic data reports coming in, and finally an in-depth conversation with boxed.com CEO Chieh Huang

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