Most people in the world are “headline readers”. There’s simply not enough time in a reader’s day to get past the headline and do the research. Which is why the headline we saw on Friday (“Stocks Worst November Since ‘08”) was enough to raise s...

The market news last week was enough to give you whiplash. The Fed cut rates (Yay!). Powell intimated no more cuts in December (Boo!). Tech earnings were solid (Yay!). Some tech companies were punished for their AI spend (Boo!). But what does t...

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: