Energy. Up 20% YTD while the S&P is flat and tech is negative. Yet the average portfolio has |
TARIFF WHIPLASH
90% of Tariffs Fell on Americans
NY Fed finds nearly 90% of tariff costs fell on US firms and consumers through November 2025. The rest of the
Hardware companies eat into tech
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Very Different States of mind between sectors
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Market is Calm but seems to be masking something
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The market rerates what it considers fair value multiples should be
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