Newsletter

10
Apr
Fragile Optimism

Fragile Optimism

False Comfort or Real Opportunity?
9 min read
02
Apr
From Stimulus to Tariff-ied

From Stimulus to Tariff-ied

Decades of bad decisions are coming do—and tariffs might be the least of our worries
6 min read
14
Mar
When Fear Takes Over

When Fear Takes Over

A Tactical Approach to Market Uncertainty
8 min read
10
Mar
Special Update: The Ivory Hill RiskSIGNAL™ Has Turned Red

Special Update: The Ivory Hill RiskSIGNAL™ Has Turned Red

What's Really Pressuring Stocks
3 min read
06
Mar

Trade War 2.0 (2025-Present): Current Developments and Investment Implications

Lessons from 2018-2020 and What’s Next
8 min read
06
Mar
The Investor Playbook for Trade War 2.0

The Investor Playbook for Trade War 2.0

A deep-dive analysis of the ongoing 2025 trade war, with sector-specific insights and macroeconomic implications.
60 min read
06
Mar
Trade War 1.0: Lessons from the First Major Tariff Battle

Trade War 1.0: Lessons from the First Major Tariff Battle

Tariffs, Markets, and Policy: Understanding Trade War 1.0
7 min read
28
Feb
Risk-Off Rotation or Whipsaw?

Risk-Off Rotation or Whipsaw?

Evaluating the Market’s Next Move as Uncertainty Grows
5 min read
19
Feb
S&P 500 Bear Market Targets

S&P 500 Bear Market Targets

The Ivory Hill RiskSIGNAL™ remains green, confirming that pullbacks are buying opportunities. Our short-term signal is also green while
5 min read
12
Feb
February Market Multiples: Elevated Risks in an Overextended Rally

February Market Multiples: Elevated Risks in an Overextended Rally

Key Catalysts to Watch as Markets Teeter Between Momentum and Volatility
7 min read