Daily gyrations of financial markets continued into the first quarter culminating in an apparent bottom for the S&P 500 stock index on April 7. This was followed by a dramatic turnaround that few anticipated, and few believed. There was so much “noise” amplifying the usual uncertainty that accompanies investing, that protecting client assets appeared the […]
Artificial Intelligence versus web search…how things might change for companies:
July 5, 2025, Wall Street Journal, “The Companies Betting They Can Profit From Google Search’s Demise” by Katherine Blunt
After touching historic highs in mid-February, US stock indexes slumped, with most technology winners of the past three years falling into a meaningful correction. All told, it was a first quarter that began on a positive note as markets cheered what they hoped would be a Trump 2.0 administration focused on deregulation and tax cuts. […]
Want to better understand “the Cloud”? AI? There are revolutionary changes washing through our North American and world economy. Here is a great article with interviews to help shed a light on some of the areas we have seen as opportunities for investors:
Wall Street Journal “Banks Loan $2 Billion to Build a 100-Acre […]
A second year of healthy growth for financial assets in the United States has, for most observers, put an end to talk of a “soft landing” or a “hard landing.” As I observed last quarter, the economy has landed, and the reason some have not noticed is because it was and is an amazingly soft […]
As your statistical report will likely show, this has been a nice quarter, a nice year and a nice twelve months for most clients. While technology company shares took a breather and went into a consolidation phase, a broader cohort of equities saw renewed interest and resulted in an overall positive performance of both domestically […]
The inevitable correction in technology was due and wild suggestions by politicians is the supposed excuse. I believe the secular growth of AI related tech stocks is unstoppable, and that while this correction may be uncomfortable for a few weeks, we are likely to find a positive resolution before year end.
7/18/24 – The Guardian: […]
As the chart below shows, this has been a good year, so far, for the broad Standard & Poor’s U.S. stock index. Driving this performance has been a handful of powerful technology issues. Absent these companies, the index’s rise would have been OK but nothing to get excited about.
Fortunately, most clients owned the technology darlings, […]
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“As retirement looms, many Gen Xers are still playing catch-up (cnbc.com)”
The past three months saw a continuation of a tech stock driven market rally, and as non-tech stocks also began to rally, confirmed that a sustainable bull market is in motion.
The Standard & Poor’s 500 Index is up 10.16% so far this year and up 29.71% over the past 12 months.
U.S. interest rates, based on […]