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What the 2025 Selloff Actually Reminds Me Of
Hey, Ross here: I see a lot of people comparing the 2025 selloff to the 2022 bear market. That’s understandable. But what this selloff reminds me of the most is not 2022 – but 2018. Chart of the Day...
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When the Biggest Moves Happen
The latest Core PCE data came in just below consensus, signaling that the Fed may continue focusing on economic growth rather than battling inflation. Markets initially reacted with gains but pulled...
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The Truth Behind Trump’s Tariff Tactics
Hey, Ross here: Yesterday evening, President Trump announced a host of new reciprocal tariffs on multiple countries. And in after-hours trading, indexes took a big hit. Chart of the Day I’m writing...
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The Upside of Short-Term Pain
The latest Core PCE data came in just below consensus, signaling that the Fed may continue focusing on economic growth rather than battling inflation. Markets initially reacted with gains but pulled...
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Welcome to the Suck
Hey, Ross here: There’s no sugarcoating it. Yesterday was the worst day for the markets since 2020. Bearish sentiment among retail investors is now at maximum. Chart of the Day The weekly survey by the...
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Where to Find “Alpha” in this Market
The latest Core PCE data came in just below consensus, signaling that the Fed may continue focusing on economic growth rather than battling inflation. Markets initially reacted with gains but pulled...
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