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MI2 Partners Thoughts From The Divide: Friction

BY JON WEBB
If you’re wondering what the crashing sound is in the background, it’s the bull in the China shop discussed last week as the Trump Administration works up a full head of steam. Will it go through with 25% tariffs on the US’s neighbors? Is there going to be a giant sucking sound in some parts of the economy courtesy of a potential funding freeze on federal grants and loans? Will there be a squeeze in citrus prices due to missing workers in California? The age-old shoulder shrug of “time will tell” certainly applies, but some people aren’t taking the uncertainty sitting down. Read more →

Trump Telegraphs Tariff Intentions, Earnings Accelerate, What to Watch

BY TEMATICA
Market Wrap Markets got a taste of concentration risk as one of only three… Read more →

NDR Fixed Income Allocation Strategy November 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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