May 26 2026 Reflections: Time to Lighten Up Exposures?

The current economic doldrums have most investors concerned about a potential market downturn. The bottom line concern many economists and consultants have expressed lately is stagflation, the dreaded combination of flat economic growth with inflation that gets higher and higher indefinitely. We may be approaching a time where that concern becomes so widely held that … Read more

The Stocks and ETFs Driving Trump’s Tariff Target Markets

Conversations about Trump’s tariffs, despite two of them being placed on hold for now, continue to dominate market discussions.  Although it could be different this time, historically these announcements cause volatility in the short run. But by about the time they become reality, if not before, their effects are absorbed by the market with barely … Read more