The Trump 2.0 policy agenda is rattling the financial world, and many investors have been caught off guard by the sudden shift in market trends. But what does it all mean for the economy and what opportunities does it create for investors?
CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, explore the implications. From stock market fluctuations to trend reversals, we analyze the data showing key trends and the potential opportunities that lie ahead.
- Could we be on the brink of a recession?
- Republican Sweep Portfolio vs. S&P 500 Index
- U.S. Exceptionalism: Analyzing the strength of the US dollar
- The Last Minute: Key insights and opportunities
