Wide Moat Research

1 week ago | widemoatresearch.com | Brad Thomas

Treasury Secretary Scott Bessent sat down with Yahoo Finance the other day to make one thing clear. He’s not worried. Not about tariffs. Or the economy. Or the stock market. He’s confident it will all work out, pointing out how:… tariffs are getting the majority of publicity now, but we are having very good luck – or very, very good progress. It’s not luck because it’s been a lot of hard work – on the tax bill. So the tax bill is moving through the Senate, moving through the House.

1 week ago | widemoatresearch.com | Brad Thomas

The New York Times picked the wrong writer to mess with. Not that it directly called me out, mind you. The article it published over the weekend only uses Spartanburg, South Carolina, to make its point, not me. But being born and bred here, I take my hometown seriously. So, I can’t help but be annoyed by someone using it to spread utterly ignorant political talking points.

1 week ago | widemoatresearch.com | Brad Thomas

Last week, on April 7, I told you I thought we were “at the cusp of an enormous market reversal.”By that, I meant that we’re shifting away from the absolute obsession with the Magnificent Seven. Growth stocks just aren’t going to be the market’s one-and-only focus anymore. It’s time for real estate investment trusts (“REITs”) and other dividend-paying value investments to shine again. However, I don’t think that’s the only major change we’re in for.

2 weeks ago | widemoatresearch.com | Nick Ward

We’re seeing unprecedented volatility in the stock market right now because of President Trump’s trade policies. The president put record tariffs on the globe, stood firm for a week, and then erased most of them with a social media post, resulting in one of the most volatile stock market environments that anyone has ever seen. The S&P 500 has been trading like a meme stock, which can be upsetting to some. But it can also be thrilling. On Wednesday afternoon, the euphoria in the market was amazing.

2 weeks ago | widemoatresearch.com | Brad Thomas

And so the roller coaster markets continue. Fortunately, I know how to ride roller coasters with the best of them. I have plenty of experience to work with. As my regular readers know, my job for two and a half decades was as a commercial real estate developer. But then the housing bubble burst, the Great Recession set in, and I was out of work. That’s when I decided to start writing articles on Seeking Alpha. And fortunately for everyone involved, my insights were much better than my writing.