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 […]
Weekly Market Review | Fed Rate Cut Odds, Buffett’s UnitedHealth Bet & Tariff Shock!
U.S. Market Recap: A Winning Week Tempered by Sector-Specific Volatility Major Index Performance: Growth and Small Caps Signal Risk-On Sentiment The week was characterized by a distinct risk-on appetite, as investors looked past immediate headwinds and focused on the prospect of lower borrowing costs. This sentiment was most evident in the outperformance of the technology-centric […]
The Fed’s Lag Problem: How Shelter Inflation Keeps Its Boot on the Neck of Small Caps
July’s CPI print should have been a green light for rate cuts. Instead, the Fed is still tapping the brakes — and small caps are paying the price. Shelter: The Outsized Driver In July 2025, headline CPI came in at 2.7% year-over-year, with core CPI (ex-food and energy) at 3.1%. Those numbers look manageable — […]
CPI Report Signals Fed Pivot Ahead — Time to Get Your Small-Cap Shopping List Ready
This morning’s CPI report just told us something big: the Federal Reserve’s days of keeping its foot on the market’s throat are numbered. And when they finally let up, the fuse under small-cap stocks is going to light fast. Inflation is Cooling, Policy is About to Shift July’s Consumer Price Index rose just 0.2% for […]
