News and Updates
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.
The SpaceX IPO (SPCX): My Take on the Biggest Debut in History
On Friday, SpaceX goes public — the largest stock-market debut the world has ever seen. It’s a remarkable company and a genuinely exciting moment. It’s also priced for perfection. Here’s exactly how I’m thinking about it for your portfolio.
The SpaceX IPO: A Once-in-a-Decade Listing
The SpaceX IPO is just three weeks away — and at a $1.75 trillion valuation, it would be the largest public listing in history. Here’s a clear-eyed breakdown of the bullish case, the real risks, and who this stock actually makes sense for.
The $6,000 Senior Bonus Deduction Most Retirees Are Missing
There’s a brand new senior bonus deduction worth up to $12,000 sitting on the table for older Americans — and most retirees have never heard of it.
A Blockbuster April for the S&P 500
The S&P 500 just delivered its best month since November 2020 — surging 10.4% to a fresh all-time high. Here’s what drove the historic April rally, and three powerful reasons to stay bullish on the rest of 2026.