Strategies for Investing Under the New Administration: Insights and Opportunities

Published on December 30, 2024

With Donald Trump’s re-election as President of the United States, debates have reignited about the potential impact on markets, trade, and the global economy. The new administration has promised deregulation, tax cuts and a focus on energy independence.

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S&P 500’s 2024 Rally Shocked Forecasters Expecting It to Fizzle

December 30, 2024
By this time last year, the stock market’s rally had blown past even the most optimistic targets and Wall Street forecasters were convinced it couldn’t keep up the dizzying pace.

A Look Behind the Gaslight Curtain: Optimistic Assumptions Underlie 2025 Market Forecasts

December 30, 2024
It’s that time of year again, when pundits are forecasting next year’s stock market performance. I believe investors are being gaslighted more than usual this year because the basic underlying assumptions are optimistic and unlikely.