Let’s talk about today’s events. GDP missed by a wide margin — -1.8% below expectations, coming in at +1.4%. HOWEVER, much, if not all, of the miss was the result of the govt shut down and -5.1% in govt spending.SCOTUS ruled Trump’s tariffs were illegal, a severe rebuke. He later came out and slapped 10%...Read More

Not sure how many of you are aware of the absolute cataclysm in the retail (X, Reddit, Moronic web) favored stocks over the past 3 months. But it has been profound. The good news is — a good cleaning out of froth and weak hands is always good for longer term sustainable growth. The downside...Read More