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The VIX Index of stock market volatility, a key indicator of investors’ uncertainty, hit levels unseen outside of the Global Financial Crisis and the Covid-19 pandemic. Click to read.

SeekingAlpha

Trump’s announcement of the largest tariff increases in over a century feels like an economic earthquake. The initial shock has been delivered, but the true consequences are still forming.

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Will High Tariffs Push The U.S. Into Recession?

SeekingAlpha

The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.

SeekingAlpha

How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout

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Weekly Market Pulse: The Weak Dollar Effect

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First Principles In The Face Of Uncertainty

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Weekly Market Pulse: The End Of The Beginning

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Leaven Partners Q1 2025 Letter To Partners

SeekingAlpha

Trump’s announcement of the largest tariff increases in over a century feels like an economic earthquake. The initial shock has been delivered, but the true consequences are still forming.

SeekingAlpha

Will High Tariffs Push The U.S. Into Recession?

SeekingAlpha

FNDF: Decent Foreign Value ETF, But Not The Best