The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
Tariffs, trade deals, China, Movie tariffs, Carney, trump, Earnings, Uber, Fund manager survey, Oil prices, Parkland, M&A
Tariffs, China, Trade war, Visa, Credit cards, Mastercard, GDP growth, Inflation, Elections, Canada, Saudi Arabia, Oil, Energy, OPEC+
Global trade, China-US relations, McKesson, Healthcare companies, Defensive stocks, Silver prices, Precious metal miners, Berkshire Hathaway, Cash, Buying the market, Traditional investing, Balanced portfolios
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
China, Secretary Bessent, Treasury Yields, Global trade, Volatility, Margin Calls, Bonds, Gold, Central Banks. Inflation expectations, Personal income taxes, U.S. steel stock, Acquisitions, Marker overreacting, Market panic
April Update: Technical indicators, S&p 500, TSX 60, Markets, Real Estate, Private Equity, Tariffs, U.S. dollar, Inflation expectations.
Tariffs, Economic growth, Trump, Interest rates, Electric vehicles, Economic growth, Put volume, Investor sentiment, warren Buffet
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
March Update: Technical indicators, S&p 500, TSX 60, Cold storage investing, Tariffs, Silver ETF, Germany.