Phil, Mike, and Larry talk about Kevin Warsh, President Trump’s pick as Federal Reserve chief, and will the world markets feel that President Trump is taking control of the Fed? They then talk about the increased geopolitical risk in the world with the president’s moves against Venezuela, Greenland, and NATO.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035. 

Phil, Mike, and Larry talk about the Department of Justice’s lawsuit against Federal Reserve Chief Jerome Powell. Will this take the country closer to presidential control of the Fed, and a subsequent weakening of the dollar, and if so, should portfolios be rebalanced with more international exposure? They then discuss the two latest blow-ups in the world of private credit, Blackrock TCP and an Apollo Global Management deal, and how they could affect the stock and bond markets.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry talk about capital leaving the U.S. -- sparking a big drop in the financial markets -- as President Trump’s comments on Greenland spark fear of a trade war, the end of NATO, and what Europe’s response will be. They then discuss why U.S. homebuilders’ confidence fell unexpectedly in January, despite lower mortgage rates and the president’s housing proposals.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry talk about what it will mean to America, the world, and the financial markets if the Iranian regime is toppled because of this nationwide wave of protests. They then discuss whether President Trump’s order directing Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds, combined with a proposed ban on private equity buying single-family homes, would be enough to save the housing market.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035. 

Phil, Mike, and Larry talk about why the financial markets rallied in the wake of the U.S. invasion of Venezuela and what this means for the price of oil. They then discuss why Americans think the economy is not doing well even as economic indicators say otherwise, especially the very strong GDP number.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry look back at market in 2025 and talk about what their biggest surprise was this past year. They also discuss what was the biggest lesson they learned about markets this year.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss Focused Wealth Management’s best market calls of 2025. They then talk about how third-quarter gross domestic product grew so much higher than Wall Street expected.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss the Federal Reserve cutting interest rates last week and should we expect more rate cuts before Jerome Powell steps down as Fed Chair. They then talk about how Oracle’s earnings report last week sparked the current sell-off in tech stocks and if this AI sell-off will continue.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss why private equity firms are extracting cash from their portfolio companies by relying on alternative methods and what negative implications this will have on the market and economy. They then talk about the possibility of Kevin Hassett, the director of the National Economic Council, becoming the new chairman of the Federal Reserve when Jerome Powell leaves.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss why Japanese government bonds tumbled yesterday, pushing the two-year yield to more than 1%, its highest level since 2008. They then talk about why silver prices have doubled since the start of the year, outpacing gold and surging to a record high on Monday.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.