Posts by Mike Verity
The Age of Mistrust
The Age of Mistrust 2025 feels disorienting. At the beginning of the year, rapidly shifting trade policies jolted markets into uncertainty. While there’s been incremental progress in negotiations, the climate remains unpredictable. Investors faced a whirlwind of threats, delays, and tentative deals, each one disrupting expectations. That lack of stability is compounded by a political…
Read MoreMike’s Market Review Video – May 2025
Mike’s Market Review Video – May 2025
Read MoreMoving Cautiously Forward
Moving Cautiously Forward US stock market averages have enjoyed a sort of tentative recovery phase since washing out earlier this month. Year-to-date the S&P 500 and Dow are down by only about 3%, and the Nasdaq is off by 6.5%. Certainly, it feels much worse than that given the extreme volatility we’ve experienced. Most…
Read MorePlaying Poker with Mr. Trump
The last 24 hours have been insane by any capital markets measure. This started a couple of days ago when interest yields on US Treasury bonds began to spike in an unusual way. That alerted everyone to huge selling volume. Through most of this stock market correction we’d seen steady buying into Treasuries, which are…
Read MoreIdeologue Vs. Pragmatist
Stocks surged in early trading this morning, but quickly gave way and are now about flat. Following a few really tough trading sessions, investors are beginning to pick through the wreckage for discounted stocks. The VIX fear gauge, which briefly jumped to 60 yesterday, backed down to around 47. Mirroring the stock market, safe-haven Treasury…
Read MorePresident Trump’s Liberation Day
Stocks tumbled in the wake of President Trump’s “Liberation Day” trade policy announcement on Wednesday. Since then, the Dow is off by 7.7%, and the S&P 500 is down 8.6%. Small & mid-caps, as well as the tech-heavy Nasdaq have been punished even more. On the other hand, bonds rallied, pushing interest yields sharply lower.…
Read MoreMore Uncertainty, But No Panic
Stock market averages opened lower this morning (Dow -170 points; S&P 500 -.3%) on another trade tariff announcement from the Trump Administration. But there’s no sign of real panic. Yes, gold continues to inch up. But the VIX Index—measuring expected volatility in the near future—has stepped down to 18.5 from 28 three weeks ago. And…
Read MoreMike’s Market Review Video – March 2025
Mike’s Market Review Video – March 2025
Read MoreRecession Chatter
Stocks opened lower again this morning as the correction continues. From all-time highs on February 19, the Dow is down 6.5%, the S&P 500 is down 9% and the Nasdaq is off by nearly 12%. The VIX fear gauge is up around 27. Treasury bonds, seen as a safe-haven asset, are rallying. And recession chatter…
Read MoreJava With Jayce – Q1 Financial Planning
Java With Jayce – Q1 Financial Planning
Read More