Notes on the Economy – Q2 2025 Summary
Households and businesses stepped up purchases of foreign goods in Q1, buying
in advance of need in order to front-run the imposition of very scary tariff increases.
Innovation Still Ripe for Investment
Here’s why now might be a good time to consider America’s innovators.
Here’s What to Focus On During the Chaos
Answers to several questions perplexing many investors.
Lacking Certainty, Investors Should Be Patient
Prudent investors should show patience as markets search for certainties.
Tariffs Likely Will Slow Growth To Nil by Year End
AMG analysis: Latest tariffs could slow growth to zero while boosting inflation and unemployment.
Can High Tariffs Fund the Federal Government?
A brief history of tariffs in the United States and their declining importance.
Deciding Between a Traditional or a Roth 401(k)?
Consider diversifying retirement assets across both account types for future flexibility.
Three Companies Hanging Ten on AI Wave
Three of the most promising ancillary companies that are cashing in on the AI gold rush.
Think Diversification and Opportunity
As the U.S. equity market turns bearish, investors should be considering two things.
Trump Aims To Change the World
Trump’s tariff strategy has some merit, but investors should brace for a roller-coaster ride until that becomes clear.