Ponos Capital Newsletter

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August 19, 2025
Tariff Pressures and Price Realities: Why Americans Are Trapped in an Expensive UsedCar Market
The convergence of high tariffs, restricted new car supply, and strong consumer demand hascreated a used car market that is both unbalanced and unsustainable. Dealers in major metroslike Los Angeles are experiencing thinning margins, sluggish inventory turnover, and increaseddebt burdens.
August 7, 2025
Education Article: Stocks, Bonds, and Markets
A quick educational article designed for those new to investing. It offers a simple and digestible overview of the stock and bond markets, explaining core concepts like market expectations, index funds, portfolio risk, and the role of diversification through tools like the 60/40 portfolio. Perfect for beginners seeking foundational knowledge.
August 7, 2025
Opinion Article: A Brief Outlook on the U.S. Consumer
The U.S. consumer has been resilient in the face of many economic uncertainties, tariffs, and inflation. Have these hurdles been endured for too long, and is the U.S. consumer finally beginning to show signs of fatigue?

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