What was once contentious is now consensus. James Thorne says we have entered a detox period from high government spending to private sector reliance, but what does this mean for investors? Learn more in his April Market Insights coming soon.
February Market Insights: Fortress America and the Colony Next Door
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to