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Archive
Tariff Theater: The Bluff That’s Running on Empty
Trump’s latest tariff delay exposes the hollow core of his trade strategy—high on bluster, low on execution. As deadlines slip and China holds firm, the real risk is systemic: rising uncertainty, waning credibility, and no endgame in sight.
The Real Cost of "One Big Beautiful Bill": Washington's $4 Trillion Stimulus Mirage
Explore the hidden risks and market implications of Trump’s $4 trillion “One Big Beautiful Bill.” Analyzed Investing dissects the macro fallout—ballooning debt, collapsing Medicaid coverage, politicized Fed pressure—and reveals where savvy investors should look next. Featuring a strategic spotlight on Daly Asset Management’s Active Growth Fund.
Rate Cuts on Ice: The Fed’s Quiet Panic and How to Position Now
Powell’s testimony makes it clear, the Fed is frozen by inflation risk and tariff shock. This isn’t patience; it’s policy paralysis. Inside: why consensus is wrong, what markets are missing, and how Monte Independent’s Balanced Equities strategy is built to thrive when central banks hesitate.
The Illusion of Calm: What Markets Miss in the Israel-Iran Ceasefire
A tenuous ceasefire between Israel and Iran has quieted markets—but not the risks. Behind the headlines lies a deeper story: exposed chokepoints, eroding U.S. credibility, and rising structural volatility. We dissect the macro undercurrents investors can’t afford to ignore, and one strategy positioned to navigate the storm.
