Blog

This week’s video update covers the following topics:

• How headlines and investor psychology are driving short-term market volatility
• The impact of Middle East

This week’s video update covers the following topics:

• Rising energy prices and increasing inflation concerns
• Recession and stagflation risks facing the economy
• AI

This week’s video update covers the following topics:

• Markets hitting highs despite ongoing uncertainty
• Stocks don’t always rise on strong earnings
• “Whisper

This week’s video update covers the following topics:

• Federal Reserve holding rates steady amid uncertainty
• High oil prices drive inflation and recession risk
• Mix

This week's video update covers the following topics:

• Markets rising despite geopolitical uncertainty
• Investor expectations for lower oil prices and conflict

This week's video update covers the following topics:

• Markets rising despite global uncertainty
• Expectations of rate cuts and conflict resolution
• Oil prices’

This week's video update covers the following topics:

• Market reactions to geopolitical shifts
• The U.S. economy remains stable
• Our portfolio strategy approach

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This week's audio update covers the following topics:

• Current market uncertainty
• Investment strategy adjustments
• Our perspective on market conditions

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This week's video update covers the following topics:

Oil prices 
Current market uncertainty
Potential inflation
Interest rate levels
Headwinds for economic growth

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On this week’s video update I comment on continued market volatility, Fed rate policy, ongoing layoffs, and a slowing economy that could drift toward

For the first time in decades, China revised its target growth to under 5%. This is in recognition of the impact of tariffs as well as challenges in the real

Infrastructure needed for AI expansion is significant, including power grids, technology components, and other key materials. A recent initiative to ask AI