Once again it was a whirlwind of a week for the markets. We had an election, the Dow's best day since April 2025 (even though I personally don't follow or quote the Dow, it did make mainstream headlines), followed the next day by the S&P 500'
Once again, I was on the road speaking at conferences, which seems to be when the most exciting things happen with the market! I had another keynote at an FPA annual symposium, again presenting our "AI: Boom, Bubble, or Both" presentation. To say it was timely would be an understatement.
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
Since I started in the industry in the mid-90s, the jobs report has been the most important economic data point of the month. This means the first Friday of every month (sometimes the second if the first Friday is the 1st and sometimes 2nd) has the potential to be
For those of you who weren’t aware, our intern Toby, who had his own “Toby’s Take” section of the blog while he was seeing if he wanted to pursue a career in finance, started an apprenticeship earlier this summer with a commercial HVAC company. Last week we were
