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Key Events: US strikes Iran while Fed stays on hold

Key Events:  Mixed Jobs Data Implies ‘Perfect Miss’ 

Key Events: Long-term bond yields rose above 5%

Key Events: One Trade Pact, More to Come

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...

Key Events: Tone shift sparks a rally

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...

Key Events: Fed holds steady amidst uncertainty

Key Events: Germany invokes “Whatever It Takes” ^[1]

Key Events: Walmart exposes current vulnerabilities