Have The Bond Vigilantes Dismissed Tariff-Inflation Risk?

By This article was written by6.77K FollowersFollowJames Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including…

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Current State Of Tariffs And Impact On Inflation

By This article was written by2.31K FollowersFollowProviding timely and quick to the punch analysis of earnings and macro-related events across various sectors, with a focus on retail and real estate. I am a licensed CPA.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate…

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I’m a Financial Expert: Here’s 5 Ways to Adjust Your Spendings Due to the Impact of Tariffs and Inflation

By Nicole B. Simpson, CFPJuly 5, 2025 at 5:01 AMProstock-Studio / iStock.comOn Apr. 2, President Donald Trump announced that global tariffs would be implemented on imported goods entering the United States. “Liberation Day” was designed to level the playing field as it relates to trade practices with other nations.Historically, an increase of tariffs has triggered higher…

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Stop Worrying About Inflation: It Peaked In 2022

By This article was written by67.53K FollowersFollowJussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives….

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