Stocks Swing Back Hard — But Is It Sustainable?

Stocks Swing Back Hard — But Is It Sustainable?

My son had a baseball tournament this past weekend. On Saturday, he went 0-for-4 at the plate—tough day. As they often do, frustration, doubt, and a little discouragement crept in. But baseball has a funny way of reminding us how quickly things can turn around. On...
Ceiling and Floor: The New Global Tariff Framework

Ceiling and Floor: The New Global Tariff Framework

Our youngest will graduate from High School this coming Saturday. Yesterday, he gave his last major presentation and aced it. When he got home, he flopped on the couch with a huge sigh of relief that the worst was over. I think investors did the same thing after the...