David Ricciardelli
The on-again off-again tariffs and trade commentary from the US Administration has led markets to grow complacent and let us to wonder if the children’s story ‘The Boy Who Cried Wolf’ might become a r...
Observations from my latest family vacation in Italy.
Tariffs levied and the uncertainty have made market participants so bearish that it will likely be bullish over the long term. A reprieve on most tariffs until the July long weekend may leave the mark...
A quick note looking at how policy and tariffs are driving markets, which includes potential off ramps and silver linings.
After receiving more inbound calls from anxious investors than during similar periods in 2022 or 2020, we put together some charts to help put today’s markets in context.
A quick look back at 2024 and a look forward into the investing landscape for 2025. What happens after two years of 20%+ equity returns? Historically, anything can happen next but on average, over the...
