‘I Think He Means It: Scott Bessent’s Endgame by Politico
“From parsing his remarks and talking to people who know him, I gather the plan goes something like this: you cut spending through Congress — meaningfully, which will help cool inflation, but gradually so as not to snuff out growth. You use tax cuts and deregulation to help offset the drag on the economy. And you use tariffs to raise revenue and diversify employment opportunities in the private sector that can be taken by people leaving government jobs.”
The 42 tightest housing markets heading into the peak spring season by ResiClub
Many of those tight markets are in the Northeast, in particular, in states like New Jersey and Connecticut.
Resilience or Recession? Markets on Edge by Professor Jeremy J. Siegel
“Let me be clear: if tariffs persist at current levels or increase, a recession is likely, and with it, deeper equity declines. The average recession sees stocks fall 25%; we’ve corrected about 15% so far. But I do not believe these tariffs will hold. Political and market pressure is building. Trump has already blinked once, backing off reciprocal tariffs, and he may do so again under the guise of “negotiated success.” The off-ramp exists—and markets are betting on it.”
How to Make Major Money Decisions Right Now: A WSJ Guide by The Wall Street Journal
Guidance on house buying this spring, refinancing, tax-loss selling, required minimum distribution planning in a down market, Roth conversions, selling out of this market, purchasing a new car, and buying the dip are all included in this article.
How Much Cash Should You Have On Hand? by Heritage Financial
The team shares guidance on this topic that’s come up more often recently.
Book Recommendation
Accidental Tyrant: The Life of Kim Il-sung by Fyodor Tertitskiy
Kim Il-sung was the enigmatic architect of North Korea. His life is an extraordinary tale of improbable success: once a barely educated guerrilla fighter, he rose to lead the nation at the young age of 33. Against all odds, he established a horrifyingly stable dictatorial regime, one that still struggles to provide for its people, yet could obliterate Hollywood, Silicon Valley and much of East Asia in nuclear strikes.
Boston Corner
The Museum of American Finance will open in Boston in 2026
