Monthly Update - May 2025
May 5, 2025 •Peter Klingelhofer
April Review – Focus on long-term principles to see through the fog of uncertainty
“Without goals, and plans to reach them, you are like a ship that...
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Weekly Investment Update April 28, 2025
April 28, 2025 •Peter Klingelhofer
Key Events: Tone shift sparks a rally
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Weekly Investment Update April 21, 2025
April 21, 2025 •Nathan Willis
Key Events: Trump picks another fight
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Weekly Investment Update April 14, 2025
April 14, 2025 •Nathan Willis
Key Events: Art of the tariff deal
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Monthly Update - April 2025
April 4, 2025 •Peter Klingelhofer
March Review – The fog of trade wars has thickened
The “fog of war” is a metaphor that was first used by Carl von Clausewitz (1780-1831), a Prussian...
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Weekly Investment Update March 31, 2025
March 31, 2025 •Nathan Willis
Key Events: Liberation from low prices
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Weekly Investment Update March 24, 2025
March 24, 2025 •Peter Klingelhofer
Key Events: Fed holds steady amidst uncertainty
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Weekly Investment Update March 17, 2025
March 17, 2025 •Nathan Willis
Key Events: Tariffs intensify economic uncertainty
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Weekly Investment Update March 10, 2025
March 10, 2025 •Peter Klingelhofer