Why are international stocks outperforming U.S. stocks? Chuck and Michael discuss the economic impact of tariffs, the new trade war, and why the Trump administration’s ‘America First’ policies are not yielding positive results in the markets. Let’s explore.
Who wants to get more for less? I know what you are thinking: Who doesn’t want to get more for less? Evidently one answer is Peter Navarro, and any other economist who believes that a trade deficit is a bad thing. For those who are less familiar, Mr. Navarro is one of President Trump’s advisers…
The “dealings of my trade” are to maximize the financial welfare of our clients. Maximizing economic growth is part of that equation, which means when I discuss economic policies I will point out when they actually hurt the economy, and that is what gets me in trouble.