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100 Days In: Trump’s ‘Strategic Uncertainty’ on Tariffs Leaves Markets Guessing

President Trump’s first 100 days back in office have been marked by significant uncertainty around tariffs, which appear to be his administration’s top economic priority but also the biggest drag on his popularity.

Despite promises of quick deals, negotiations with foreign nations remain unclear, with Trump and his team offering contradictory statements about progress.

Treasury Secretary Scott Bessent recently described this approach as “strategic uncertainty,” highlighting a pattern that extends beyond trade to other policy areas where progress has been slower than initially promised.

Robert Kiyosaki gold prediction compared to institutional forecasts: bar chart showing gold at $4,063 today, JPMorgan at $4,500, Goldman Sachs at $4,900, and Kiyosaki's $35,000 target extending off-chart
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Kiyosaki Gold Prediction: Buy the Dip or Wait?

Robert Kiyosaki predicts $35,000 gold after a systemic collapse. Goldman Sachs targets $4,900. JPMorgan targets $4,500. Gold trades at $4,063 today — 27% below its all-time high. Here’s what the structural data says about buying the dip or waiting.

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Gold risk reward portfolio: balance scale with cracked chain holding financial documents outweighed by a single gold bar on a navy background
Articles

Gold Risk-Reward Calculator: Is Your Portfolio Actually Safe?

Most investors think a diversified portfolio means they are protected. The 2022 data says otherwise. Here is the historical framework — Sharpe ratios, crisis performance across six major market shocks, and gold’s correlation data — for assessing whether your portfolio is actually safe.

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ADP Report: Economy Adds 155,000 Jobs as Labor Market Shows Resilience

Published: 04-02-2025, 05:55 pm | Updated: 04-02-2025, 02:17 pm The March jobs report from ADP showed private companies added 155,000 positions, significantly outpacing both February’s revised 84,000 figure and the Dow Jones forecast of 120,000. This positive economic indicator comes amid concerns about President Trump’s tariff policies potentially slowing hiring and economic activity. Job growth was widespread across sectors, with professional and business services adding 57,000 positions, financial activities growing by 38,000, manufacturing contributing 21,000, and leisure and hospitality adding 17,000. Service providers accounted for 132,000 of the new jobs, though some sectors saw losses, including trade, transportation and utilities

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What a Gold Revaluation Could Mean for the U.S. and the Dollar
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Haven Asset Rush: Gold ETFs See Largest Inflows Since Pandemic as Tariff Fears Grow

Published: 04-02-2025, 04:35 pm | Updated: 04-02-2025, 01:50 pm Amid mounting concerns over Donald Trump’s planned tariff war, investors are pouring money into gold funds at the fastest rate since the COVID-19 pandemic. Gold prices hit an all-time high of $3,148.88 per troy ounce on Tuesday before settling at $3,114, representing an 18% increase this year and the strongest quarterly performance since 1986. Investors have channeled over $19.2 billion into gold-backed ETFs during Q1 2025, according to Standard Chartered. This flight to haven assets also includes increased holdings in US Treasuries and cash, with cash positions in investor portfolios jumping

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March Buybacks Drop 75% as Companies Stockpile Cash for Tariff Impact

Published: 04-02-2025, 03:45 pm | Updated: 04-02-2025, 10:53 am Corporate America is dramatically cutting back on share repurchases, with March 2024 buyback announcements dropping to $39.1 billion—the lowest monthly figure since the pandemic and the lowest March total in five years. This retreat comes despite companies executing buybacks at near-record levels earlier in 2024. The slowdown reflects executive uncertainty about Trump’s imminent tariff announcements and potential retaliatory measures from trade partners, which could increase inflation and unemployment. According to Birinyi Associates, companies are conserving cash rather than cutting dividends while awaiting clarity on trade policies. With the Federal Reserve postponing

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