- At some point President Trump will I believe start to cut trade deals with some of our larger trading partners. It’s pretty clear he won’t start with small trading partners and give away his deal terms on smaller deals. When he does cut deals, we expect the market will recover some and it will be a huge sigh of relief to many.
- It seems as though President Trump, aside from other motives, is intent on forcing Chairman Powell to cut rates and for the Chinese to come to the table. Fascinating to try and understand his thinking.
- The Levin Fear Index is likely jumping to Mel Brooks high anxiety levels. We will check in today.
Events
April 18, 2025
3:34 pm
We recently joined the board of National Medical Fellowships, Inc. and joined my first board