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Daily News Updates

Important updates on what we’re following each day. 

Tariffs & Trade War Notes

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

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Recession & Job Loss Notes

Former Treasury Secretary Larry Summers says we are more likely than not to see a recession and that could lead to 2 million jobless. This is if the trade war continues. Warren Buffett says it brilliantly as always. You can’t do good deals with bad people. You can’t fit a

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Investor Notes

One Goldman Sachs strategist says he is starting to see investors buy the dip but the order book is still very soft. Leading investor Dave Stafman is playing the golf of his life and making up for market losses on the golf course. He is taking money like Michael Jordan

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Market Notes

The markets dropped heavily late yesterday. Futures are down this morning but not as bad as many had feared. We are close to a bear market meaning a 20% drop from recent market highs. When I looked late yesterday the S&P 500 remained up 80% in aggregate over the last

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14 Short Notes This Morning

14 short notes this morning 1. The markets dropped heavily late yesterday. Futures are down this morning but not as bad as many had feared. 2. One Goldman Sachs strategist says he is starting to see investors buy the dip but the order book is still very soft. 3. Former

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Beckers HealthCare Annual Meeting and Podcast Downloads

We have an amazing agenda for this years Becker’s Healthcare Annual Meeting. Come join us in Chicago. For more information reach Jessica Cole or Virginia Egizio, CMP. We can’t wait to visit. On a different note, March was the best month of downloads on the Becker’s Healthcare podcast in more

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