A picture of a stylized light bulb.

AI Bust or AI Boom

David Ricciardelli

September 22, 2025

Investors need to stay diversified and balanced when traversing a sea of uncertainty.

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Croatia

2025 Observations from (Another) Old Country

David Ricciardelli

August 15, 2025

Observations from my latest family vacation in Croatia.

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An image of a bull and bear arguing about tarrifs.

The President Who Cried Tariff = The Boy Who Cried Wolf?

David Ricciardelli

July 15, 2025

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...

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An image of the country Italy.

2025 Observations from the Old Country

David Ricciardelli

July 13, 2025

Observations from my latest family vacation in Italy.

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A map of the world showing each country's top trading partner in 2000.

A Trump-certain Range

David Ricciardelli

April 21, 2025

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...

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An image showing four flags covered in US tariffs.

Tariffs

David Ricciardelli

April 07, 2025

A quick note looking at how policy and tariffs are driving markets, which includes potential off ramps and silver linings.

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