
Earnings, the Fed and an Election – Another Rapid Rundown
There’s no way to sugarcoat it; There was a Tech Wreck on Wall Street this week







There’s no way to sugarcoat it; There was a Tech Wreck on Wall Street this week

I was in New York City this week for an investment conference. I always find it

Inflation is still a problem. We see it every day. Gas prices jumped 9% in September

October started off with a bang for investors. The first few days brought a rally, which

Growth, Rates & the AI Economy We entered the year embarking on a broadening growth phase. Growth was firming domestically and internationally, earnings were strong

We recently wrapped up our Fall Event series, featuring both in-person gatherings across the Bay Area and Roseville, and a virtual session for those who

There was a summit in Washington this week. It was between Presidents Xi and Trump. You

AI has dominated the landscape in these 2020’s. The transformational technology is clearly the next big

I’ve been thinking long and hard about this message today. Here we are now, 25 years

The unofficial end to Summer is here. Labor Day weekend marks the last trip to the

Protecting your assets goes beyond investment management, it includes safeguarding against cyber threats. As criminals become increasingly sophisticated, it is essential to stay vigilant. Below

It’s back to school time. Students all over the country have returned to campus or shortly

Flying packages are coming to a city near you. Amazon announced it is expanding its drone

The S&P 500 hit another fresh new high this week. That is the 27th for the

As goes Disney, so goes the country. That’s an old adage that still has some merit

The Market hates uncertainty. There sure is a lot of it right now. Among the greatest

The Bond Market is back in intimidation mode. The Bond Vigilantes are riding again. They’re pushing

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