Market Insights & Analysis from Kramer Capital Research

Blog Post: A Zero-Sum Game

The first half of 2018 ended roughly where it started, with the broader market indices within 2% of breakeven after some wild action as Wall Street bickered about interest rates and asset prices. Back in January, we were mulling the impact of the biggest corporate tax cut in a generation, and here at the end of June some investors are wondering if a looming trade war will take away all the stimulus that lower taxes created, leaving the economy right back where it began. Click here to read my latest blog post for all the details!

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