There’s an old saying in finance—and pest control—that if you spot one cockroach, there are probably dozens more hiding in the walls. Over the past few weeks, a few unsettling examples have crawled into the open: some below the surface companies unraveling under the weight of opaque
"Boom, Bubble, or Both" was the lead article in our quarterly newsletter. With the market staging the strongest rally following a 15% sell-off since 2001 (prior to that it was 1998) and remaining on pace for another 15%+ year, we've been seeing more and more people wanting to chase the
If you’ve been trying to follow the government shutdown news and found yourself more confused than informed, you’re not alone. This isn’t just about missed paychecks or closed parks, or one side wanting to give "illegals" health insurance. It’s about how Congress funds the government (or
Artificial Intelligence (AI) is most certainly transforming industries and grabbing headlines. From chipmakers like Nvidia to tech giants like Microsoft and Google to “forgotten” companies like Oracle, AI-related stocks have soared, helping push the S&P 500 to new highs. The excitement is
As we wrap up September and head into the final quarter of the year, markets continue to be shaped by a mix of monetary policy shifts, economic resilience, and political uncertainty. Last week brought a rate cut from the Fed, fresh record highs in stocks, and renewed trade tensions—all
