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Monthly Archives

January 2025

TikTok Goes Dark January 19th. What Does This Mean for Your Portfolio?

The TikTok Tipping Point Paul briefly discusses the issues and impact of the divest-or-ban law ruling by the Supreme Court. TikTok, the social media giant with a massive 170 million users in the United States, is facing a high-stakes deadline. ByteDance, its parent company, has been ordered to divest itself of TikTok by January 19, or the platform will be shut down. This ruling has been upheld by the Supreme Court and could have far-reaching implications not just for TikTok, but for the entire social media landscape—and your investments. There’s a lot at stake, both from a national security perspective and an economic one. But what does it all mean for you? The Battle Over TikTok: A Free Speech and Ownership Debate The core issue in this legal drama revolves around whether TikTok's ownership by a Chinese company poses a national security risk due to potential covert manipulation of users...
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Will Rising Bond Yields Break the Market’s Back?

Will Rising Bond Yields Break the Market's Back? Paul Carroll discusses the reasons for rising long bond yields despite the Fed’s rate cuts and how that may impact the economy and markets. Navigating the New Normal: Prolonged High Interest Rates and Their Impact on Your Portfolio In today’s evolving financial landscape, investors face a new reality of prolonged high interest rates. While historically not unprecedented, these rates are significantly higher than we've seen in recent decades, creating a "new normal" that reshapes the way we approach investments. Let’s dive into the factors driving this shift and explore how it impacts your portfolio. The Rise of Long-Term Rates: What’s Driving the Trend? Although the Federal Reserve has paused rate hikes and may even implement periodic cuts, long-term rates tell a different story. Ten-year Treasuries are flirting with 5%, and long bonds have surpassed that threshold. Here’s why: A Strong Economy: The...
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