Changing direction is a normal course of action in life. It’s usually driven by new information obtained. Either the facts changed, or perhaps you were wrong. It’s an important function on the road to success. You can’t keep going in the wrong ...

The American Economy has shown real signs of stalling. Appetites to spend have been curbed a bit as the Trade War activity persists. You can certainly see it reflected in the Stock Market. Looking more broadly, Corporate America and the America...

I will start by saying, there is nothing normal about this environment. We entered the year knowing big changes were coming from the White House. When it comes to the massive debt, excess spending and trade, something had to be done. The status...

The Stock Market did something that’s been rare for this year. It was up 3-consecutive sessions to start the week. Despite all the confusing and chaotic noise coming out of Washington, the Market is trying to see through the noise. To be clear,...

It was another eventful week. It’s been that way all year. There’s no sign of that changing. Activity continues out of the Oval Office. But the Market redirected its attention elsewhere. The threat of trade wars is still an overhang. But Corpor...

I was back east this week for Barron's Top Independent summit. It's our industry's annual elite gathering. It was very timely. It's super helpful to access smart thinkers to try to make sense of what's going on. Importantly, there wasn't much f...

This week, I joined a strategy session with Admiral William McRaven. 4-Star General, career Navy SEAL and best known for leading the team that got Bin Laden. The topic of discussion was Ukraine and America’s foreign policy. The last time I met ...

The Market volatility continues. The volume of issues and events that are at play today is simply striking. Heading into the week, investor eyes were on the AI trade. Specifically, Nvidia, the engine of AI. Let’s start with that...

Another week with a constant flow of both news and noise out of Washington, and beyond. The Market has largely been ignoring the various geopolitical events and threats. But there will be a time when it no longer can. The big question is what a...

The beat goes on. No matter what gets thrown in front of this Market - and there’s been a lot - it just keeps moving forward. Back near all-time highs, the rally continues. Much to the surprise of many; The beat goes on. This week had a bi...

There’s a football game in New Orleans this weekend. That will capture the attention of America on Sunday. The big news heading into this week was the fate of those proposed tariffs. Canada and Mexico were slated to be the recipients of 25% lev...

The Global AI Race took a surprising turn with news that a Chinese startup’s Large Language Model (LLM) outperformed the American leaders.  DeepSeek’s AI model release sent shockwaves through Silicon Valley and the Market with fears t...

It's just one week into the second Trump administration and it's been as eventful a start to any Presidential term in memory. What a difference in the White House. Regardless of what people think of the 45th and 47th President, he definitely ma...

It's that time again: Earnings Season. Corporate America turns in their quarterly report cards for investors to gauge fundamentals and results. It's always refreshing to be able to sideline emotions and rhetoric so we can focus on facts...

The AI trade was back on to start this first full week of 2025. It didn’t last though. But the AI theme keeps gaining steam. What’s being called the most transformational new technology that humanity has ever had in its grasp has been the major...

'Twas the Friday before Christmas, And all across the land, Not a creature was stirring, Not even Taylor Swift's band...

The week started with a bang overseas. There was a revolution in Syria. President Bashar al-Assad's regime fell to rebel forces. The 50-year reign of the Assad family in Syria has come to an abrupt end. Assad and his family have reportedly...

Wall Street lost a legend this week. His name was Art Cashin. He was a unique character in so many ways. Art Cashin was the Director of Floor Operations for UBS at the New York Stock Exchange. He started his career at a small brokerage fir...

The Market has a bit of a love hate relationship with the American government. It always has and probably always will. The Market definitely relishes the stability and safety our government provides but gets easily agitated with overreach and a...

The post-election rally stalled this week. The Dow and S&P erased half of their gains since Election Day. A better-than-expected earnings report from Disney helped cushion the Dow, while the Tech-heavy NAS fared the worst on the week. The M...

November 5th, 2024. It’s a date that been circled on the calendar since 2023 concluded. The hype is over. It finally came; The consequential American Presidential election. The people mailed in their ballots and headed to the voting booths in s...

The Stock Market kept the brakes on. There have been back-to-back weekly decliners, which followed 6 straight weeks of gains. It makes sense with so much going on. This was as big of a week for Market-moving events as I can ever remember in my ...

The Stock Market rally took a breather. The streak of 6-weekly gains came to an end. Momentum slowed with election uncertainty, deficit concerns and added pressure on interest rates. Leadership narrowed back to Tech ahead of a massive run of ea...

The Stock Market keeps on keeping on, as they say. This week, the S&P 500 hit its 47th fresh all-time-high in 2024. It’s been 6 straight week of gains for the Dow, S&P and Nasdaq.  This marks the best performance for America’s Stoc...

The rally on Wall Street continues. The Dow and S&P keep hitting fresh, all-time highs. It’s happening in an environment of crisis and extremes. This year has witnessed growing fears of an economic slowdown, inflation, high interest rates, ...