It’s Fed Week again. And by every measure, it seems certain we’re going to get another rate cut. But what should we make about the market’s certainty (100%!) that rate cuts will continue in December and into 2026? Read more here:

Over the last several weeks, there has been a proliferation of articles and commentators questioning the extremely large capital expenditures of AI firms as they ramp up their capacity. It’s a saying as old as time: you have to spend money to m...

It’s shutdown time in Washington, D.C. again. It’s always a dramatic time in the news. But is it something that should concern us as it relates to portfolios?Read more here:

The four most dangerous words in the world of finance are, “This time it’s different.” We’ve heard it time and again. And time and again it’s not true. So when we start hearing that higher P/E ratios for the market are the “new normal”, we’re u...

We know we’re not breaking any news when we tell you Chairman Powell and the Fed cut rates last week. The long-anticipated cut was received very well by markets which closed the week at all-time highs on Friday. It’s the next logical leap the m...