Software Or Staples?
2026-02-09
As we wrote in yesterday’s Commentary, efficiently rotating between overbought and oversold sectors, factors, or stocks is a well-established method for outperforming markets. Like any strategy, the hard part is timing, or properly estimating when a pair of sectors, factors, or stocks is about to reverse their respective trends. Currently, there is a massive divergence …
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2025 Holiday Greeting
2025-12-22
Merry Christmas and Happy New Year from all of us to all of you!
Thanks for your support in 2025, and we hope you will join us back here in the New Year!
BLue Owl Roils The AI Narrative
2025-12-19
Blue Owl Capital spooked AI investors on Wednesday when the Financial Times reported that the firm, one of Oracle’s larger financing partners for major U.S. data centers, decided not to provide equity backing for a $10 billion data center Oracle is building in Michigan. This planned facility is part of Oracle’s collaboration with OpenAI under …
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12-17-25 Q&A Wednesday: Live Market Questions & Investor Insights
2025-12-17
Today’s Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Roberts & Danny Ratliff address real-time concerns around market volatility, Federal Reserve policy, interest rates, inflation, portfolio risk, asset allocation, and year-end positioning—without hype or speculation.
This interactive session is designed to help investors better understand what matters, what doesn’t, and how markets typically behave during periods of uncertainty. Rather than making predictions, we focus on context, probabilities, and risk management—answering your questions as they come in live.
If you have a market question, join the conversation in the chat. If you’re watching the replay, timestamps and chapter markers are
Warsh Is In The Race: Fed Chair Odds In Flux
2025-12-16
Over the last few weeks, it seemed all but a done deal that Kevin Hassett would replace Jerome Powell as the next Fed Chair. That changed this past weekend as President Trump added Kevin Warsh alongside Hassett as his top Fed contenders. It’s likely that there are a couple of factors leading Trump to add …
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CAPE Valuations: Does Nvidia Overstate Its Ominous Warning?
2025-10-29
As equity valuations approach the record highs of 1999, investors are growing anxious. This unease is partly driven by the media issuing grim warnings, often based in part on CAPE valuations. Consider the following headlines and their summaries. The graph shows the S&P 500 and CAPE since 1920. Given how the market performed after the …
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8-29-25 Profits are Good
2025-08-29
Do you freeze up when considering selling a stock at a profit because you don’t want to pay taxes? Remember, if you have to pay taxes, you made money, and isn’t that the whole point of investing?
RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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