Taylor Frigon Capital Management LLC

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The Taylor Frigon Advisor --> Wednesday, May 14, 2025 The TFCM Blog Has Moved! Dear Reader, We are writing to inform you that we have decided to move the Taylor Frigon Advisor blog to the Substack platform, which will be its home going forward. This will improve the functionality and aesthetic of the blog, while also giving you the ability to subscribe to receive blog posts directly into your inbox as soon as they publish. If you wish to subscribe, please click on the link below and access the website. https://taylorfrigonblog.substack.com/ If you do not yet have a Substack account, creating one is easy. All you need is your email address. Here is the direct link to the latest blog post, titled Winning Concessions, which published today. https://taylorfrigonblog.substack.com/p/winning-concessions Thank you for being a valued reader! Continue Reading Friday, April 25, 2025 Investment Climate Mar 2025: Tariffs, Tariffs, Everywhere! The fear of tariffs set markets in a tizzy in the latter half of the first quarter of 2025, particularly hitting hard our growth companies as fear of higher inflation and interest rates once again drove a frenzy of underperformance for the fastest growing companies just as they had been gaining their footing through 2024. As April progressed and the effects of Liberation Day --the day Trump s tariff plan was announced--unfolded, markets accelerated to the downside and have been on a rollercoaster ride ever since. Interestingly, our income-oriented co

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