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James Kostohryz
Joined: Nov 07, 2019- Information
- Articles
- Analysis & Comment
James Kostohryz's Comment & Analysis
A complete archive of James Kostohryz's articles, including current analysis & comment.
A complete archive of James Kostohryz's articles, including current analysis & comment.
How Escalating Tensions in the Middle East Could Impact Global Financial Markets
By James Kostohryz - Jun 15, 2025
US equity markets sold off only modestly on Friday – the S&P 500 was down only 1.13% -- despite news of a massive Israeli attack on Iran, and a first round of serious retaliation by Iran. Market...
Trump’s Fiscal Austerity: A Hidden Shock That Could Tip the US Into Recession
By James Kostohryz - May 16, 2025
As markets rally, celebrating the reduction of the previously expected economic shock from high tariffs, there is another threat that is materializing that few investors are adequately paying...
Jevons Paradox Does Not Support a Bullish Thesis for AI Tech Stocks
By James Kostohryz - Feb 08, 2025
Many technology sector analysts believe that the stock market price declines within the tech sector (and the overall market), that occurred in the aftermath of DeepSeek’s recent product releases...
Trump’s 'War Cabinet' and the Implications for Markets
By James Kostohryz - Nov 18, 2024
As President-elect Donald Trump announced his nominees for the top positions on his national security and foreign policy teams, one theme stood out: A confrontational approach in relations with Iran...