3RD QUARTER 2026 MARKET OVERVIEW  The AI trade dominates the stock market, but the question remains: will it continue to do so at the expense of the rest of the market?  Increasingly, the fuel supporting the stock market comes from a shifting cast of companies involved in the development and adoption of artificial intelligence. Nvidia, […]

  I know you think you understood what you thought I said, but I’m not sure you realize that what you heard is not what I meant. Alan Greenspan, Chairman of the Federal Reserve, 1987–2006 YOUR FED CHAIRMAN A nod to the remarkable life of Alan Greenspan following his passing. Greenspan served as Chairman of […]

A RESET FOR THE STOCK MARKET Conditions for equities remain broadly favorable despite the recent downturn driven by rising oil prices and the war. For investors who rely on their capital to grow, a meaningful allocation to U.S. stocks remains one of the most compelling long-term strategies. That said, markets have not rewarded bullish sentiment […]