What the Dying Taught Me: 5 Life-Altering Regrets…
Hospice nurses hear the same five regrets again and again. What they say about how to spend money, time, and working years before you retire.
The Silent Fears of Retirement: What Your Advisor Might Not Know You’re Worried About
The retirement worries most people never say out loud, and how to raise them with an advisor. Fees, jargon, and the fear of one wrong move.
The Great Reversal: 5 Trends Fueling an Energy Counterrevolution You Weren’t Meant to See
Five energy trends running against the official story: capacity, demand, capital discipline, permitting, and the parts of the transition that stalled.
OpenAI’s AI Workforce Plan: A Strategist’s Analysis of the New Jobs Platform and Certification Arms Race
By David L. Berkowitz, Founder and Chief Investment Officer at ValueAligned Partners With over 40 years of experience in investment management and corporate finance, David’s insights stem from decades of firsthand research, portfolio leadership, and executive advisory work. He developed the ValueAligned Investing framework, blending classic value investing with modern performance metrics, such as EVA, […]
How a 1990s PC Maker Revealed the Secret to Amazo…
Bill Miller bet big on Amazon because it ran like Dell, not like a retailer. The negative working capital model that made the call, explained plainly.
GM Just Hit the Brakes on the EV Hype
GM pulled back on its EV plans and the report says more than the headline. Four takeaways on write-downs, demand, and what it means for shareholders.
Is Your 401(K) Default Costing You a Fortune?
If you’ve got a 401(k), chances are when you first signed up, you were just dropped into some default investment option. Easy. Automatic. No thought required. That “default” nine times out of ten? A Target Date Fund (TDF). They’re the set-it-and-forget-it solution, managing trillions of retirement dollars. But here’s the uncomfortable truth: that so-called safe […]
August 2025 Market Rotation: Small Caps Surge While Tech Giants Pause
August 2025 marked a pivotal moment in the market as small-cap stocks surged with a remarkable 7% gain, leaving tech giants like the NASDAQ 100 trailing with just 1%. This shift highlights a growing concentration crisis, where just three companies—Nvidia, Microsoft, and Apple—dominate over 21% of the S&P 500. As the economic landscape shifts, investors face a critical juncture: will small caps and value stocks lead the way, or will tech valuations trigger a correction? Discover the lessons for navigating this new market reality and why true diversification is more essential than ever.
Feeling Left Out of the Market? You Are Not Alone!
Why Most Investors Can’t Keep Up With the Magnificent Seven Stocks Most investors feel like they’re missing out on this bull market. The headlines scream about record highs, but your portfolio probably doesn’t reflect the same gains. The reason? The Magnificent Seven stocks are carrying nearly the entire rally, leaving everyone else behind. What Are […]
Weekly Market & ValueAligned Portfolio Review – August 23, 2025
The Powell Pivot: Fed Signals Rate Cuts, Igniting a Friday Market Reversal The U.S. equity market experienced a week of profound reversal, characterized by four days of risk-off sentiment that culminated in a dramatic, broad-based rally on Friday. Through Thursday’s close, major indices were on track for a losing week, weighed down by a slide […]
