Published: March 5, 2026 | Red Bank, NJ TL;DR $100,000 invested in the S&P 500 in January 1973 grew to over $24 million by year-end 2025, with dividends reinvested [OfficialData.org] S&P 500 cash dividends rose from roughly $14.89 per share in 1996 to $78.92 in 2025, a 430%+ increase [Standard
Published: March 4, 2025. By David L. Berkowitz | VAP Wealth Advisors | Red Bank, NJ About the Author David L. Berkowitz — Investor and Financial Advisor. Nearly 40 years of experience — from trading and research at a $250 million hedge fund, to two decades as a portfolio manager,
Published: March 3, 2026 | Red Bank, NJ TL;DR The U.S. and Israel struck Iran on February 28, 2026, killing Supreme Leader Khamenei and 40+ senior officials. Stocks dipped, oil spiked, gold hit $5,400/oz. But 95 years of market data show that geopolitical crises produce buying opportunities—not reasons to sell.
Five counterintuitive strategies from PR’s 2025 earnings that every energy investor should study Published: February 27, 2026. Red Bank, NJ — VAP Wealth Advisors TL;DR Permian Resources Corporation (NYSE: PR) reported Q4 2025 earnings on February 26, 2026, posting record oil production of 188,600 Bbls/d. Free cash flow per share
January 2026 Market Review: The Golden Age of the Digital Revolution Begins How AI deployment, semiconductor dominance, and a broad economic expansion are reshaping portfolios and the American economy TL;DR The ValueAligned Model Portfolio returned 2.2% in January 2026 vs. 1.4% for the S&P 500, driven by semiconductor and healthcare
Published: February 23, 2026. TL;DR Microsoft (MSFT) has dropped roughly 28% from its October 2025 all-time high of $555.45, trading near $397 as of February 20, 2026. The selloff reflects investor anxiety over $37.5 billion in quarterly AI capital spending and slow Copilot adoption (15 million paid seats against 450
How collapsing costs, generative AI, and a global labor crisis are creating the largest business opportunity in human history TL;DR Industry leaders predict that 1 billion to 10 billion humanoid robots will be deployed by 2040 (Morgan Stanley; Elon Musk at FII). Goldman Sachs raised its 2035 market estimate sixfold
Four quarters of restructuring, $1 billion returned to shareholders, and an insurance business finally earning its keep. Summary Markel delivered $2.3 billion in adjusted operating income for 2025, up 10% year over year, with every segment contributing ( Markel 2025 Press Release). Q4 combined ratio hit 92.9%—the best quarterly print
Summary Medpace (MEDP) posted $2.53 billion in full-year 2025 revenue, up 20% over 2024, driven heavily by metabolic trial volume ( Medpace Q4 Press Release). Q4 cancellations hit their highest absolute and percentage levels in over a year, dragging the net book-to-bill ratio to 1.04x versus an expected 1.15x (
Summary Enterprise software stocks lost roughly $1 trillion in market cap as the IGV ETF fell 28% from its peak—its steepest drawdown in over a decade [Fintool]. Microsoft shed $357 billion in a single trading session after its earnings report, the second-largest single-day loss in stock market history [CNBC]. SAP’s
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