Mind the ever-present risks: Of course, we should not get complacent. There will always be risks to worry about, such as U.S.

Writing TKer is a process. I first catch up on news and research, and I see what topics are being debated. Then I settle on an angle. Then I draft the newsletter. Then I edit. Then I have an editor ...

The U.S. stock market is entering the second half of 2025 with significant momentum. After a volatile start to the year, marked by geopolitical concerns and tariff shocks, the S&P 500 and Nasdaq have ...