Is The U.S. Still Exceptional?

Published on June 3, 2025

The strengths of the U.S. economy are likely to endure.

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QuantStreet May 2025 Letter: Negotiations

June 3, 2025
Amid a fair amount of market tumult, we wrote two months ago that the best course of action was to stay invested in roughly the same portfolios that we’ve had throughout, and let the market stabilize.

Why the Recession Call Matters for Stocks

June 3, 2025
This past week, news flow around policy came in hot and heavy, with President Trump’s ‘Big, Beautiful’ tax cut bill passing the House of Representatives, and Trump threatening 50% tariffs on the European Union (EU).