As we move into 2026, the investment landscape has shifted. After a year where gold and international markets defied the “di-worsification” myth, we examine the path forward for the US economy. This outlook dives deep into the bull and bear cases for AI hyperscalers, the impact of upcoming fiscal stimulus, and why the “hidden” risk of inflation may require a rethink of the traditional 60/40 portfolio.
We’re thrilled to announce a major milestone for our firm and our clients: the launch of the Warren Street Global Equity ETF (NASDAQ: WSGE)! This new Exchange-Traded Fund (ETF) is now available, bringing our disciplined investment philosophy to the public in a convenient, accessible format.
Headlines are drawing parallels between the current AI-driven market surge and the late-1990s dot-com mania. Is history repeating itself, or is this time different? This post cuts through the noise, examining key differences like real earnings, profit margins, and underlying investment in AI infrastructure. We explain how a disciplined, data-driven investment approach is positioned to navigate various market outcomes. Get the essential context you need for your portfolio strategy.
The Fed finally cut rates, but Chair Jerome Powell immediately warned that stocks look “highly valued.” We break down the mixed signals, examine whether expensive stocks should worry you, and explain why “selling high” isn’t always the best strategy.
Sometimes, the best financial decisions are the ones that go against the grain. In our latest blog, we dive into counterintuitive money advice that can actually help you reach your long-term goals. From embracing risk to rebalancing during market downturns, discover strategies that may surprise you!
Between rising interest rates and a full-scale war in Eastern Europe, the first quarter was filled with plentiful volatility. Who were the winners and losers, and what are some takeaways for the remainder of the year?
With news outlets centered on war between Russia and Ukraine, it’s easy to lose sight of the broader, economic picture. What shape is the US economy in now? What about its Western allies?
Markets are tumbling while buildings are collapsing, with weapons devastating Ukraine. Will we make it to the light at the end of the tunnel, or is all lost? This is a series addressing the geopolitical war overseas and the implications on investors.
Looking at the S&P 500’s largest annual intra-year drawdowns dating back to 1950, the index’s current downtrend in 2022 is really put into perspective. We’ve been spoiled with last year’s bull market, so should we be worried about this recent volatility?
Some people hail Bitcoin as the greatest thing since sliced bread, while others consider it one’s worst enemy. Whether your conviction supports or berates the world’s most infamous cryptocurrency, it doesn’t change the fact that buzz around the crypto-space – inclusive of altcoins, blockchain, and decentralized finance – is rapidly growing.