Over the last several weeks, there has been a proliferation of articles and commentators questioning the extremely large capital expenditures of AI firms as they ramp up their capacity. It’s a saying as old as time: you have to spend money to m...

It’s shutdown time in Washington, D.C. again. It’s always a dramatic time in the news. But is it something that should concern us as it relates to portfolios?Read more here:

The four most dangerous words in the world of finance are, “This time it’s different.” We’ve heard it time and again. And time and again it’s not true. So when we start hearing that higher P/E ratios for the market are the “new normal”, we’re u...

We know we’re not breaking any news when we tell you Chairman Powell and the Fed cut rates last week. The long-anticipated cut was received very well by markets which closed the week at all-time highs on Friday. It’s the next logical leap the m...

The Fed is meeting this week and expected to cut rates. In the media’s calculus this should be good for markets. But it wasn’t particularly good the last time they cut rates. So what happens if the market pulls back?Read more here: