Should You Sell Because of Iran? 95 Years of Data says, No.
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. Manufacturing is expanding (ISM PMI […]
Wall Street Legend Says the Good Times Keep Rolling: Dr. Ed Yardeni’s 2026 Market Roadmap
Ed Yardeni sees the S&P 500 near 10,000 by 2030, with tech at 45% of the index. Why he says that concentration argues for moving, not holding still.
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.
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 3.50%–3.75%—its third consecutive cut this year—but its projections pointed to only one more cut in 2026. Central banks bought over 1,045 tons of gold […]
The Courage to Do Nothing: Why Inactivity is the Ultimate Wealth-Building Strategy
Forced selling turns a temporary drawdown into a permanent loss. Why holding through a correction beats trading it, and what the behavior gap costs.
October Market Analysis: Monthly Performance & Key Events
October 2025 market review: a sixth straight positive month, technology up 6.7%, and a quarter-point Federal Reserve cut behind the 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, […]
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 […]
