News and Updates
CrowdStrike Stock: 3 Reasons I’m Bullish
Hacking has become one of the biggest stories of 2026, and CrowdStrike stock is up 124% this year. Here is how the company is cashing in, and how I am handling it for my clients.
Apple Stock Up 138% in 5 Years: Here’s My Plan
Apple stock is up 138% over the past five years, and a 25-year Apple veteran took over as CEO on September 1. Here is what it means, and how I am handling Apple for my clients.
S&P 500: 5 Reasons I’m Bullish Right Now
The S&P 500 is up 11.8% in 2026 and held firm through the Fed’s first rate hike in three years. Five reasons I’m bullish heading into the fourth quarter, and what I’m watching this week.
Gold: 3 Reasons I See $10,000 an Ounce
Gold is up 20% over the past twelve months and 143% since the end of 2022. I think a new long-term cycle began in 2024. Here is my gold price forecast — $5,000 within twelve months and $10,000 within two to three years — plus the two ways I own gold for clients.
AI Spending Hits $2.59 Trillion, and My Two Favorite Ways to Own It
The world will spend $2.59 trillion on AI this year, up 47% from last year. Here are my two favorite ways to own the trend — Nvidia on the hardware side, Palantir on the software side. Both are long-term holdings for my clients.
Bitcoin: 6 Reasons I See $100,000 by Year-End
Bitcoin peaked above $126,000 last October, then drifted lower through the first half of this year and bottomed near $57,700 in June. That is a real bear market. But bitcoin has been through four of them, and every one has been followed by new highs.
SpaceX Stock After Two Months: A Round Trip That Doesn’t Change the Story
A sharp run, a sharp pullback, and a stock back near where it opened. Here’s where things stand — and why I’m still building.
A Flat July — and a Record August
The S&P 500 held its ground through a quiet July, then broke out to an all-time high last week. The index is up about 12% on the year. Here’s what’s working, what I’m watching, and why the next two months on the calendar deserve a word.
S&P 500 July 2026 Update: Grinding Higher, Near Record Highs
Two weeks into July, the S&P 500 keeps doing what it’s done all summer — quietly climbing, within striking distance of a new record. Here’s where things stand, three reasons I like the setup, two risks I’m watching, and a look at earnings season and the fall calendar ahead.
Mid-Year 2026 Market Update: A First Half to Remember
The S&P 500 closed the first half of 2026 up 9.6% after its best quarter since 2020. Here’s what drove it, 3 reasons to stay bullish on the second half, and 2 to stay cautious.