ACVF News and Press, American Conservative Values From 04/25/25

2025-04-25 06:15:00 ET Summary Small-cap underperformance has historical precedent — but cycles turn. We’re in the 12th year of a small-cap lagging cycle, longer than average. Historical data suggests a reversal is near. Higher interest rates are reigniting migra...

2025-04-19 02:25:00 ET Summary When the U.S. announced a fresh round of tariffs on April 2, the U.S. economy was still gaining momentum and, in our view, more resilient to exogenous shocks than investors had appreciated. We do acknowledge that a worsening trade war, further fiscal...

2025-02-20 08:31:49 ET More on markets Materials shine in 2025, outpacing all other sectors and the tech focused Nasdaq Composite BofA's latest survey shows trade war is now biggest concern for fund managers AI mentions in earnings transcripts continue to reach new r...

2025-02-16 13:51:21 ET White House National Economic Council Director Kevin Hassett said on Sunday he plans to regularly meet with Federal Reserve chairman Jerome Powell to exchange views on the U.S. economy and convey the President's opinion. ... Read the full article on Seeking...

2025-02-07 01:10:00 ET Summary Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s trade war. Markets initially tumbled in response to President Trump’s...

2025-02-03 02:10:00 ET Summary In 2024, returns were strong across stocks and bonds, but push out to two years, and the S&P 500 produced its highest return since the go-go '90s. Challenged markets, particularly within bonds, reflected the question in markets today: how to marr...

2025-01-30 14:19:20 ET More on the markets The New World We Are Headed Toward No Surprise Cut From The Fed, And That Could Continue In The Coming Months Ignore The Fed For Now And Focus On Rotation Nasdaq, S&P, Dow wobble as market absorbs Big Tech earnin...

2025-01-29 17:14:48 ET More on the markets This Combination Of Events Could Lead To A Devaluation Of The Dollar The Fed Forgot To Announce Its $82 Billion Loss For 2024 Fed Day: Vigorous Defense Of Independence While Standing Pat Reaction Roundup: SA analysts...

2025-01-29 06:30:00 ET Summary Geopolitical tensions and an uncertain inflation outlook rattled markets in the fourth quarter but U.S. stocks still managed to move higher. While other equities lagged and bonds remained flat, investors who held a balanced portfolio once again did w...

2025-01-24 12:57:18 ET More on markets Vanguard says investor optimism remains elevated for 2025, as S&P hits record high Dividend Roundup: Texas Instruments, Clorox, NRG Energy, Valero Energy, and more A Major Market Correction Is Coming Sentim...