Tower Bridge Advisors: Upcoming Events

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July 10, 2025 – Professional dodgeball exists in the form of the National Dodgeball League. The NDL was founded in 2004 and is the only professional dodgeball league in the US, sporting 24 professional teams. Investors, corporate management teams and our trading partners may feel like they are playing dodgeball this year due to shifting tariff policies. Market volatility has indeed been above average in the first half of 2025. So far, we have dodged a major economic slowdown, job losses or significant inflationary pressures from tariffs, although the second half of 2025 could witness a bounce in these metrics.

Did We Dodge DOGE? The five D’s of dodgeball, as famously quoted in the movie “Dodgeball: A True Underdog Story,” are Dodge, Duck, Dip, Dive, and Dodge again. These are the fundamental movements players use to avoid being hit by a thrown ball. In dodgeball, you win by not dropping your ball or by catching … The post July 10, 2025 – Professional dodgeball exists in the form of the National Dodgeball League. The NDL was founded in 2004 and is the only professional dodgeball league in the US, sporting 24 professional teams. Investors, corporate management teams and our trading [More...]

July 7, 2025 – Treasury Secretary Bessent talks of his 3-3-3 goals, 3% growth, 3% inflation and a reduction of the deficit-to-GDP ratio from over 6 to just 3. Those are mighty goals. The passage of the reconciliation bill may make short-term movement in the right direction but the ongoing buildup of debt may make reaching those long-term goals difficult.

Now that the Big Beautiful Bill has passed, attention will turn first to the path forward on tariffs and then to second quarter earnings that will start to be reported within the next two weeks. But before looking ahead, I want to discuss the implications of the new bill just signed into law. White House … The post July 7, 2025 – Treasury Secretary Bessent talks of his 3-3-3 goals, 3% growth, 3% inflation and a reduction of the deficit-to-GDP ratio from over 6 to just 3. Those are mighty goals. The passage of the reconciliation bill may make short-term [More...]

July 3, 2025 – The second quarter of 2025 delivered a stellar performance for U.S. equities, with impressive gains across major indices driven by strong corporate earnings, AI enthusiasm, and eased trade tensions. Despite this rally, the market successfully navigated challenges including early tariff anxieties, signs of consumer stress, and geopolitical uncertainties. Looking ahead, investors are keenly watching the “One Big Beautiful Bill Act” and its potential impact on interest rates, inflation, and corporate profitability.

The Second Quarter’s Grand Finale: A Market Fireworks Show As we celebrate the Fourth of July, the second quarter of 2025 delivered a truly spectacular performance for U.S. stocks. After a somewhat subdued start to the year, the market roared back with impressive force, illuminating portfolios with significant gains. The Dow Jones Industrial Average rose … The post July 3, 2025 – The second quarter of 2025 delivered a stellar performance for U.S. equities, with impressive gains across major indices driven by strong corporate earnings, AI enthusiasm, and eased trade tensions. Despite this rally, the market successfully navigated challenges including [More...]

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