Capital Signals
Trump’s Debt Solution Could Be Your Family’s Wealth Problem.
For years we at Redwood Heritage have told the families we advise the same thing: whoever wins in Washington, the United States has shown no real willingness to cut its…
The War May End. The Inflation Shock May Not
When we look at the market reaction to any possible ceasefire, we do not see the end of the risk. I see the beginning of a different question. Can portfolios…
US Market Resilience Hides Structural Weakness
The surface is holding. The structure is not. Since the onset of the Iran conflict, the S&P 500 has fallen only about 3%. On a headline basis, that looks resilient.…
Markets Reprice Inflation Risk as Energy Shock Deepens
A renewed energy shock unsettles the disinflation narrative and forces each asset class to confront a more complicated macro path. Markets entered the week leaning on a relatively orderly assumption:…
When Wall Street Shrugs at Missiles: Resilience or Complacency?
Missiles fly, oil spikes, and the world’s most important shipping lane edges towards disruption. In most eras, that combination would have forced an immediate repricing of risk. This time, the…
A Leap into the Unknown
Once again, Donald Trump has taken everyone by surprise. Markets entered the weekend watching two familiar screens: artificial intelligence disruption and the next US employment print. By Saturday morning, both…
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