It wasn’t Nvidia that saved the rally in November. It was the Fed. What was looking like a remote chance of a December rate cut, with a mere 30% probability 4 weeks ago, the central bank switched gears and lowered borrowing costs again this wee...

There was a mega deal announced Friday which will have a profound impact on the future of business, far beyond the media and entertainment space. As a former Turner guy, having worked at both CNN and Turner Sports, I couldn’t pass up digging in...

America is on the go again. The FAA expects air travel this Thanksgiving week to be the busiest in 15 years. There was a flood of last-minute bookings this past week, as it was previously projected to have a 3% decline compared to last year. Th...

Back in February of 2024, just 22 eventful months ago, the Stock Market was teetering. The 14-month rally was maturing and being tested. The AI-Trade was being questioned. Investor sentiment was sour. Things were looking bleak. The Market was i...

Market volatility was definitely the theme this week. After reaching fresh all-time highs for months, the Bull Market hit the brakes. The AI-trade stalled. Friday was a wild one. Stocks gapped down at the open, building off Thursday’s decl...

I was in Denver this week for Schwab’s annual Impact conference. Meredith joined me. Firms from across the country converged on the Rockies to study trends, collaborate on common challenges and try to map out the future. No surprise, the advanc...

October concluded with one of the most Market-moving weeks in memory. Between the Tech Titans earnings, a Fed rate cut and a Presidential summit between China and the U.S., there was a tidal wave of news for investors to ride. And the AI Bull k...

The rally just keeps on keeping on. Wall Street keeps putting up big numbers. The S&P 500 reached 6800 Friday for the first time ever. The Dow cleared 47K. America’s Stock Market, as measured by the S&P, is now worth $57 Trillion. Frida...

Forget Football and Baseball for a minute. It is Earnings Season that kicked off this week. It’s that time again when Corporate America submits its report cards. Nearly 75% of the S&P 500 companies, measured by market cap, are scheduled to ...

The final stretch is near. It’s been quite a year for investors. Everywhere you look, up and down Wall Street, you simply can’t escape the AI hype. Artificial Intelligence is expected to revolutionize our way of life, much like the Industrial R...

We are nearing the end of September; Historically the worst for stocks. This year has certainly bucked that trend. The month started out with a bang as the S&P 500 extended the rally, going farther and faster. For months, stocks climbed tha...

The Fed cut interest rates for the first time this year. No surprise, it was a virtual certainty heading into the meeting. This was the first rate cut in 9 months, after an extended period of pause to gauge the impacts of tariffs and overall in...

A fairly unusual thing occurred this week. A large Tech company reported a double-miss, yet the stock soared to levels previously unseen. Of course these days, nothing seems to surprise. Things are happening that have never happened before. AI ...

Hiring in America hit stall-speed in August. Just 22K jobs were created. That was a big miss from the 77K expected. The unemployment rate remains at 4.3%. A weakening labor market has been the driver for a potential Fed interest rate cut. That’...

The AI race is upon us. It's been escalating ever since ChatGPT made its appearance in the Fall of 2022. Nvidia has been the undisputed leader in the race. Companies, both at home and abroad, have scrambled to get their hands on Nvidia's chips....

Wyoming was the center of investor attention Friday. The Rocky Mountain valley is known as Jackson Hole. The town is simply Jackson. The region is known for its beauty and its endangered animals; Particularly Moose. Its local hockey team i...

The calendar has turned to August and students from across the country are heading back to school. Summer is coming to a close. Transition continues...

Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new twist on tariffs. It's squarely directed at ch...

This was another week of some serious Market-moving activity. We just knew it would be. On tap was a Fed meeting, a slew of earnings and more trade talks. The week would end with the July Jobs Report. There was a whole lot to chew on for invest...

Alphabet reported earnings this week, kicking things off for the Tech Titans and providing an update on the state of AI. The company raised its planned investment spend for the year by $10 Billion, to $85 Billion. The AI race keeps accelerating...

This has been an impressive record run for the Stock Market. It continued to hit new, all-time highs in July. The fear from the trade wars and the April crash are deep in the rear-view mirror. America’s Economy has proven, time and again, its r...

Twelve score and nine years ago, in the Pennsylvania State House in Philadelphia, a Continental Congress representing 13 colonies declared its independence from Great Britain. The date was July 2nd, 1776. The following day, July 3rd, saw a lot ...

To say the Stock Market has been resilient is a complete understatement. Investors have been hit with multiple shocks in the first half of 2025. They’ve ranged from 2 wars overseas, American bombs hitting Iran, a Chinese AI threat called DeepSe...

I was chatting with a friend of mine this week about all of the issues going on around the world. I do that a lot. I like to learn how other people think. Gathering information and broad perspectives is a valuable tool. Our home state almost al...

Thursday night brought news that Israel attacked Iran. The price of Oil spiked 13% overnight. Stock futures sank.  Risks of an all-out war between these two adversaries are as high as they’ve ever been. There’s also risk that it drags the ...