I often say, "the market moves in cycles". That is certainly true of the news that drives the markets. When I wrote the newsletter at the end of September, I wrote a rough outline of the themes I wanted to cover each week of October in the blog. That draft
Originally posted September 1, 2026 / Last updated October 10, 2026
The money behind the AI buildout keeps changing shape, and this post is my attempt to hold it still long enough to explain it (while providing updates to the landscape as they occur). The post started with a walk through
If we're honest, most of us don't enjoy waiting.
As children, we counted down the days until our birthdays, Christmas morning, or the release of a movie we desperately wanted to see. As adults, the things we're waiting for may look different, but the struggle remains the
Last week I was at an advisor conference. While I was there to speak that afternoon on AI, I arrived early enough to sit at SEM's table during the "speed dating" session. (It's officially called roundtables, but you have 8 minutes to give your message and then repeat
For the first time in 8 years I spent a week not opening my laptop. We took a cruise to Bermuda and despite my best efforts, the crawl at the bottom of the cruise news channel caught my attention. Interestingly enough, it wasn't the stock market, but the bond
