Articles

Sharing Our Financial Wisdom through Articles

Big Tech’s AI Spending Boom Is Reshaping the Bond Market

Big Tech’s AI Spending Boom Is Reshaping the Bond Market

We were so nervous! In 1997, my wife and I bought our first house and signed the papers for our $18,800 mortgage. going into debt for the first time. Looking back now, it wasn’t much money, but that debt felt like a huge responsibility. I suspect the tech companies...

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Oil, Fertilizer, and the New Desert Trade Routes Around Iran

Oil, Fertilizer, and the New Desert Trade Routes Around Iran

I have been singing in my head, “East bound and down, loaded up and truckin'” for a few days now, as the continued closing of the Strait of Hormuz has led some companies to create interesting solutions. It looks more and more like a “Smokey and the Bandit” situation....

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Revisiting Small Caps in a Changing Market

Revisiting Small Caps in a Changing Market

Last weekend, I had one of those rounds of golf that didn’t make much sense on paper. Typically, my strength is putting, the part of my game I rely on to save strokes and stay consistent. But this time, it was the opposite. My driver was dialed in, my irons were...

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Bank Earnings: What It Told Us About the Economy

Bank Earnings: What It Told Us About the Economy

Last weekend, I was coaching my kids’ youth baseball team in a tournament. They didn’t play perfect baseball, far from it. There were a few errors and missed opportunities, but they kept showing up each inning, putting the ball in play, getting walked, stealing bases,...

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Why International Stocks Are Beating U.S. Markets in 2026

Why International Stocks Are Beating U.S. Markets in 2026

2026 is shaping up to be a really big year for international stocks. Many of the global indexes are outperforming the S&P 500 this year. The economic forecast outlined in this material may not develop as predicted & there can be no guarantee that strategies promoted will be successful.

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