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Financial Professionals

How To Think About Tariffs In 2025

As the new administration begins, the prospect of new or expanded tariffs is a hot topic for investors. Mitch discusses how to plan for potential tariffs in the months ahead.

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Financial Professionals

Investors Are Becoming More Bullish–And That Is A Warning Sign

As investors become more optimistic, it raises the bar for an upside surprise. Mitch discusses investor sentiment and the ‘policy uncertainty’ that lies ahead.

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Financial Professionals

How Will Rising Treasury Yields Affect The Stock Market?

In Q4, long duration U.S. Treasury bond yields moved sharply higher. Mitch looks at 3 potential reasons yields may rise further, and what each means for the stock market.

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Financial Professionals

The Strong Dollar’s Impact On Markets And Economy In 2025

The U.S. dollar has been in a strengthening trend relative to the rest of the world since 2021. Mitch offers his thoughts on what that means for the markets in the new year.

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Financial Professionals

Is The Fed Steering The U.S. Economy And Stock Market?

This week’s MOTM explores why the Fed’s rate moves might not define the markets in 2025

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Explore the Archives

Financial Professionals
February 3rd, 2025
How To Think About Tariffs In 2025
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Financial Professionals
January 27th, 2025
Investors Are Becoming More Bullish–And That Is A Warning Sign
Read more
Financial Professionals
January 20th, 2025
How Will Rising Treasury Yields Affect The Stock Market?
Read more
Financial Professionals
January 13th, 2025
The Strong Dollar’s Impact On Markets And Economy In 2025
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Financial Professionals
January 6th, 2025
Is The Fed Steering The U.S. Economy And Stock Market?
Read more
Financial Professionals
December 30th, 2024
4 Key Factors Investors Should Watch In 2025
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