The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.

One hundred days into the Trump administration many investors are feeling bruised and battered. Those hoping for a focus on regulatory rollback and tax reforms have instead endured the upending of trade policy and verbal barbs aimed at the Federal Reserve Chair.

The top corporate brands in the world are a who’s who of multinational corporations with loyal customers built across years of successful innovation and customer service.  Warren Buffet compares a strong brand to a moat around the business, keeping rivals at bay.

On April 7, 2025, we hosted a call to [...]

In 2017, Trump Administration 1.0 policy commenced with bullish [...]

The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.

The S&P 500 closed Friday down for the week, but remains just 3% off its all-time high set only nine days prior. However, it may feel worse. Keeping pace of headlines during the past month has been difficult and discerning the news from the noise even more so. The news cycle and markets are moving so quickly, it’s like listening to an audio book set at 2x read-back speed; as hard as you try to follow the narrator, it’s just too fast to keep up.

It has been 21 days since the inauguration and 1 day since the Eagles won Super Bowl LIX, yet it feels like months of news headlines have occurred. On one hand, as Disruptor in Chief, President Trump has ushered in a period of unprecedented policy uncertainty. On the other hand, his mission is certain and his motives and methods are clear.

Halie O'Shea, Vice President & Director of Research hoshea@haverfordquality.com [...]