5% and Counting: Is the US Treasury Back?
With 10-Year US Treasury yields breaching 5%, explore the key economic drivers behind the surge and what higher interest rates mean for stocks and bond portfolios.
Entries by Phillip Law, CFA
Beyond the Magnificent Seven: A 2026 Midyear Check-In
The AI rally has packed its bags: mega-cap tech has stalled while small caps and emerging markets lead 2026 gains. From chip supply chains and rising corporate debt to Federal Reserve policy shifts under Chair Kevin Warsh, we analyze where market risks are building and how we’re positioning portfolios for the road ahead.
IPO Mania: What the Rocket Ships, Chatbots, and Rule Changes Mean for Your Portfolio
SpaceX, OpenAI, and Anthropic are leading a historic $200B IPO wave. Senior Portfolio Manager Phillip Law, CFA analyzes why these mega-offerings are happening now, the “index dilemma” threatening passive investors, and how to maintain a disciplined, quality-focused strategy amid the AI enthusiasm.
On the War in Iran: Do Markets Not Care, and What’s Next?
With 80 oil tankers stranded and a 9-million-barrel daily shortfall, why are markets hovering near all-time highs? In our April 2026 update, we dive into the “boxed-in” realities facing both the U.S. and Iran, the seven-step framework for “maximum pressure” negotiations, and why we’re choosing disciplined rebalancing over reactive shifts. Discover why the market is looking past the immediate conflict in what’s now a world of accelerated deglobalization.
2026 Outlook: Beyond AI & Mega-Cap Tech
Is the AI “gold rush” a visionary leap or a speculative mania? After driving 60% of market growth in 2025, the ecosystem now faces a high-stakes “shot clock” on ROI. We weigh the explosive potential of AI against the vast amount of unanswered questions as we aim to make sense of AI’s “bubble-ness.”
2026 Investment Outlook: AI, Economy, Inflation
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.
Introducing Warren Street Global Equity ETF (WSGE) – An Informed Approach to Diversification
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.
Decoding the AI Hype: How Today’s Market Compares to the Dot-Com Bubble
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.
Rate Cut vs. Reality: Making Sense of Powell’s Mixed Signals
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.
Counterintuitive Money Advice: Investing Against the Grain
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!