The Oil Risk That Doesn’t Fit in a Headline
October 9th, 2026
For Investors, the Real Risk Isn’t $100 Oil Investors tend to fixate on round numbers. The Dow Jones Index at 50,000, the S&P 500 approaching 8,000, and for the purposes of this article, crude oil at $100 per barrel. The price of crude oil is particularly salient, as the $100 number conjures memories of pastRead Entire Article…
The ETF Boom Has a Hidden Catch
September 11th, 2026
The ETF Revolution Is Entering Its Next Phase For years, the basic appeal of ETFs was very straightforward. Investors would get an effective, low-cost, often tax efficient way to track broad market indexes. Instead of buying dozens or hundreds of individual securities, an investor could purchase a single ETF and gain diversified exposure to anRead Entire Article…
One Industry That is a Top Contender for the Second Wave of AI Investing
July 27th, 2026
The Second Wave of AI Investing Artificial intelligence has dominated market narratives over the past few years. Assets have poured into technology-focused ETFs, AI infrastructure strategies, semiconductor funds, and other investments designed to capture the companies building the hardware and software behind the AI revolution. Put simply and bluntly, it has been a remarkable run.Read Entire Article…
The Energy Sector is Evolving, and Reinforcing the Importance of Diversification
May 21st, 2026
Energy’s Evolution is Changing Its Role in Investor Portfolios Energy stocks have spent much of the past decade as an afterthought in global equity markets. The sector has frequently traded at lower valuation multiples than the broader market, and it has struggled through periods of oversupply and weak commodity prices. When looked at next toRead Entire Article…
Adjusting Your Portfolio to a Market That’s “Broadening in Pockets”
April 8th, 2026
The Market is Broadening in Pockets, Which May Favor a More Tactical Approach For the past several years, market leadership has largely been confined to a small group of mega-cap tech stocks tied closely to the artificial intelligence buildout. Readers have seen the stats before: the 10 largest stocks now represent close to 40% ofRead Entire Article…
AI’s Disruption Creates Challenges for Investors
February 24th, 2026
AI, Market Volatility, and the Challenge of Pricing Disruption If the past couple of years have taught us anything, it’s that AI is no longer just a story about capital spending or productivity tools layered onto existing businesses. It is increasingly reshaping business models, competitive dynamics, and profit pools across the economy. Hyperscale cloud providersRead Entire Article…
The Future of AI Must be Adoption Across Many Sectors
December 19th, 2025
Beyond Big Tech: How AI Could Lift a Wider Range of Sectors Much of the market conversation over the past year has centered on the extraordinary gains generated by companies at the heart of the AI revolution. Semiconductor firms, cloud platform providers, and so-termed “hyper-scalers” have been the most visible beneficiaries of an unprecedented investmentRead Entire Article…
Should Companies Switch From Quarterly to Semiannual Earnings Reports?
September 30th, 2025
Should Earnings Be Reported Semiannually Instead of Quarterly? Quarterly earnings reports provide an essential data set for every equity investor, offering access to a steady cadence of results to help with decision-making. They may be going away. Now, the Long-Term Stock Exchange (LTSE) is petitioning regulators to make quarterly earnings reports optional, allowing firms toRead Entire Article…