Building a Winning Portfolio for Trump’s Second Term
Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.
Entries by Joe Tigay Portfolio Manager
The Next Potential Volatility Explosion: Oil
Oil Shocks and Their Impact on the Stock Market: A Historical Overview Oil shocks throughout history, whether caused by geopolitical conflicts or disruptions in production, have had significant effects on both the global economy and stock markets. Events like the 1973 Arab Oil Embargo and the 1979 Iranian Revolution led to sharp supply shortages, surging […]
Navigating the Rate Cut: A Guide for Advisors
Introduction The ongoing Federal Reserve cycle has sparked intense debate regarding its resemblance to the 2007 and 1998 financial crises. While a definitive answer remains elusive, the devil is indeed in the details. The current economic landscape shares similarities with both 2007 and 1998, but the specific outcomes remain uncertain. The stark contrast between the […]
