Some investors are looking for the falling sky, while other investors are passionately buying. Perhaps the truth is somewhere in between....

Jobs disappointed last week and Mag 7 pulled back. Since peaking on December 17th of last year, Mag 7 stocks have trended lower, overall....

Depending upon your point of view, markets have either disappointed you lately or performed as expected. Life is unpredictable and so...

The Fed is in pause mode and AI found a disruptor. The introduction of DeepSeek the previous week caused over-valued tech stocks to pull...

Once in a while, a disruptor comes along and changes the way people think or the way things are normally done. That is the theme this...

Amazingly, valuations and concentrations continue to grow. While investors are benefitting today, there are always consequences down the...