If you stopped checking your investment portfolio in March (after seemingly constant down days), it’s safe to log back in and take a look. Just today, major US equity indexes hit new all-time highs intraday, erasing the losses experienced just weeks ago. Equity investors seem comfortable looking past the ongoing/yet to be resolved conflict in […]

Fears mounted heading into the long Easter weekend as President Trump placed an ultimatum on Iran that would have had dire humanitarian and global consequences if acted upon. At the last minute, a ceasefire was announced Tuesday night and markets sharply rebounded Wednesday, making up almost all of the declines since the conflict began. (Ironically […]

It’s no secret that I have a lot of respect and admiration for Warren Buffett. His investing track record is enough to make him worthy of immense admiration but beyond that, I admire the way he thinks and talks about investing. It’s simple, to the point, laced with humor, and usually rather accurate! When markets […]

As NCAA March Madness gets underway, investors are facing some unwelcome “market madness.” As of the writing of this post, the S&P 500 is at its lowest level since November 2025, oil prices are rising, and interest rates are also trending higher as hopes of a rate cut and low inflation fade. What happened this […]

Just when I thought I had heard every market acronym and investing jargon there was, I learned a new one this week – Kangaroo Market. A Kangaroo market is defined as “a highly volatile, non-trending financial market characterized by rapid, sharp, and erratic price movements that bounce up and down without a clear, sustained direction.” […]

Phew, today brings a whole new meaning to “TGIF!” As an investor, weeks like this can feel likes years and it will be nice to have a two-day respite from real-time market pricing. Markets were faced with navigating the ever-changing fact pattern in the Middle East this week and given the lack of clarity on […]

If you have watched the financial news over the past few weeks or if you happen to be an investor in any software stocks, you are likely aware of this sharp and broad based sell-off in these names. The software segment of the market is down over 30% from its September 2025 peak, marking the […]

On Wednesday, we received the January jobs number (that was slightly delayed due to yet another government shut down). Per that report, the US economy added 130,000 jobs in January. This headline number was above analyst expectations, which was all the more surprising given a few soft data releases in recent weeks that had many […]

2023: 26% 2024: 25% 2025: 17% – these are the annual returns in the US stock market over the past three years. Historically speaking, these returns are nothing short of exceptional. And yet, if you read or watch any news story over the past few weeks, it is a drumbeat of negativity. Don’t believe me? […]

If you feel as though markets and news are moving at the speed of light lately, you are not alone. Whether it’s the influence of 24/7 financial news, accessibility to news flow at all times (on our phones, watches, computers, etc), the activity from the federal government, other factors, or some combination of the above, […]