Earnings, Economic Insights and a Duck – Another Rapid Rundown
It’s that time of the year again: Earnings Season. Corporate America turns in quarterly report cards
It’s that time of the year again: Earnings Season. Corporate America turns in quarterly report cards
Earnings, Rates, and the Market’s Next Phase The first half of the year can be summarized by one simple statement: strong fundamentals and earnings overpowered
Twelve score and a half score more, our fathers brought forth on this continent, a new
Microsoft is building a massive data center in West Texas and Chevron will provide the power
Quality meetings require proper preparation and participation. It fuels ideas and honest debate. Everyone contributes. It’s
The Market never takes a vacation. It’s there to price in events and expectations around the
Welcome to Bluespring Wealth – California. The roots of this new firm run deep through the
At Bedell Frazier and Capital Planning Advisors, our mission has always been simple: provide thoughtful, objective guidance for our clients throughout every season of life
Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off
We are nearing the halfway point for 2026. Summer is just around the corner. Graduations are
The widely anticipated Beijing summit has come and gone. There was pomp, circumstance, and a whole
Deal or no deal? The ceasefire is on or off? The situation is beyond confusing. The
Unfazed: That pretty much sums up the Market’s response to the ongoing conflict with Iran. The
Apple CEO Tim Cook announced he is stepping down. This was both a surprise and no
Coming into the year, the Global economy had evolved into a powerful and increasingly durable expansion. Growth was firming, earnings were accelerating, inflation was moderating
The remarkable run this Spring continued as the Stock Market shook off the concerns surrounding the
Volatility continues. The Stock Market this Spring has behaved like few times in decades. Prices have
From Goldilocks to Gridlock: Markets at a Crossroads The “Goldilocks with Fragility” backdrop we outlined last Summer evolved into a powerful broadening phase as we
Correction remains the theme on Wall Street as the price of Oil is seemingly dictating all
This week, I attended an industry conference in sunny and hot Scottsdale, Arizona, hosted by our custodian broker partner, Charles Schwab. I was honored and
Goldilocks Strengthens: From Narrow Strength to Broadening Expansion The “Goldilocks with fragility” backdrop we outlined last Summer shifted to a “broadening” phase as we entered