The Market’s Roaring Start: What’s Really Driving Stocks to Record Highs in 2026
The S&P 500 opened 2026 at a record and small caps led. What is behind the rotation, and which parts of the move rest on 15% earnings growth.
How Policy, Politics, and Payrolls Moved Stocks so Far in January 2026
January 2026: the Russell 2000 hit a record, Fannie and Freddie were told to buy $200 billion in mortgage bonds, and 30-year rates neared 6%.
Beyond the Noise: Five Principles for Building Durable Wealth
Dividends drove 85% of cumulative S&P 500 return since 1960 and held up when prices fell. Five principles for wealth that survives a bad decade.
Beyond the Hype: 4 Unexpected Truths About Enterprise AI from Accenture’s Q1 2026 Earnings
Accenture’s quarter shows enterprise AI stalls on process debt and data debt. Four truths about what has to be fixed before AI scales.
Dr. Ed Yardeni’s 2026 Outlook: Why the ‘Roaring 2020s’ Demand a Portfolio Rotation
Ed Yardeni sees the S&P 500 at 7,700 by the end of 2026 and is ending a 15-year tech overweight. What that rotation would mean for a portfolio.
Record Highs Then Crash Week Ending 12/13/2025
Broadcom dropped 11% in a single session despite beating earnings estimates— AI margin concerns triggered the selloff, not weak fundamentals. The Federal Reserve cut rates by 0.25% to a range of 4.25%–4.50%—its third consecutive cut this year—but signaled only two more cuts through 2025. Central banks bought over 1,045 tons of gold in 2024—the third […]
Why Great Leaders Treat Your Money Like It’s Their Own: The Capital Allocation Playbook
Nearly 80% of executives would trade long-term value for a quarterly number. How to spot the leaders who allocate capital like owners instead.
Weekly Market & ValueAligned Portfolio Review – November 28, 2025
The S&P 500 gained 3.7% during Thanksgiving week, marking its best holiday performance since 2008 ( Seeking Alpha). Small caps led the rally, with the Russell 2000 climbing 5.6% as rate-cut expectations surged ( Investing.com). J.P. Morgan now expects a 25-basis-point Fed rate cut in December, with futures pricing an 85% probability ( Bloomberg). Broadcom […]
The Path to Inevitable Wealth: 4 Behaviors That Compound Security
Outliving your money is the real retirement risk, not a bad year. Four behaviors that compound security across a twenty-year retirement.
ALERT: NVIDIA Corporation (NVDA) – Q3 Fiscal Year 2026 Earnings Review
NVIDIA posted record revenue of $57.0 billion, up 62%, with data center at $51.2 billion. What the quarter says about AI infrastructure demand.
