Despite the risk to earnings and valuations, July’s inflation data triggered an immediate rally in U.S. equities, with near record highs. The logic is straightforward: stable headline inflation increased the likelihood of near-term rate cuts,

This shuffling of sentiment and inflation expectations reflects a still-queasy attitude about tariffs.

NXPI and INTC, both constituents in our Integrated Device Manufacturers Portfolio, surged during the week ending August 15th.

Anchorage was a small breakthrough — just enough to dress the table, not enough to feed the room.

Sunrun Inc. stock soared 32.82% to $13.92 on Friday, Aug. 15, 2025, after reporting impressive Q2 results that surpassed Wall Street estimates. After hours, shares edged slightly higher to around $13.98.

​​​​​​​Wall Street exists to sell us its products. And right now, retail investors are so greedy that they're buying whatever they can get their hands on. Lance Roberts and I discuss this in our weekly video.

​​​​​​​Pressure on Jerome Powell and the Federal Reserve continues to mount as both Wall Street and the White House demand more easy money to keep asset price inflation accelerating ever upward.

Technical analysis points to more Dow Jones gains.

While the dividend yield stands out, investors should look beyond the yield and analyze the underlying companies on other metrics.