Michael Serven - Profile and Journalist Details
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Founder and Author, Alpha-Driven Portfolio
Beats
anything that isn't tech (or otherwise geeky)
Content
By Michael Serven| Alpha-Driven Portfolio@ It's Monday, April 14th, 2025, and the macro landscape feels treacherous. Weeks after President Trump detonated sweeping tariffs across global trade routes, the market is still convulsing. The VIX, Wall Street's "fear gauge," closed Friday near 38 – screaming stress. Recession talk isn't just chatter; it's the base case priced into collapsing bond yields. Alpha-Driven Portfolio is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
By Michael Serven| Alpha-Driven Portfolio@ (Introduction)"Tariffs is the most beautiful word to me in the dictionary," President Trump once declared. Yet, to many observers, his administration's recent volley of tariffs – hitting allies and rivals alike under emergency powers – looks like pure economic chaos. Markets shudder, economists warn of recession, and allies feel betrayed. Trump himself seems to change his mind between breakfast and lunch. What the heck is going on? Why hit friends with tariffs?
By Michael Serven| Alpha-Driven Portfolio@ It's Monday, April 14th, 2025, and the macro landscape feels treacherous. Weeks after President Trump detonated sweeping tariffs across global trade routes, the market is still convulsing. The VIX, Wall Street's "fear gauge," closed Friday near 38 – screaming stress. Recession talk isn't just chatter; it's the base case priced into collapsing bond yields. Alpha-Driven Portfolio is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Company Info
Alpha-Driven Portfolio