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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
Air Travel Poised To Become More Expensive This Summer
Air travel is poised to become significantly more expensive this summer, adding another layer of inflationary pressure that wealth advisors and RIAs should monitor closely as geopolitical instability ripples through global energy markets.
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Gundlach Versus Musk: Bitcoin Is Funny Money
According to the DoubleLine founder and sometime bond king, crypto has become a demonstration of speculative fever and Fed excess, literally "crazy."
Cathie Wood: The Big Risk Is Deflation, Not Inflation
Bond market investors see “good deflation” coming from innovation that spurs an economic boom, the growth guru believes. Accurate or aspirational?
The Only Two Billionaires Jim Cramer Takes Seriously
There was a time when being a billionaire investor was a big deal. You wanted to listen to them and hang on their every word. Now only a few matter.
Sternlicht Has Big Economic Doubts
Starwood CEO sees supply chain bottlenecks and housing market dislocations as stimulus blows out normal economic relationships.