by michael | Oct 1, 2026 | Market Research
Rising inflation and higher interest rates should be a major headwind for the stock market, except that hasn’t happened. Instead, an incredible burst of earnings growth driven by the data-center buildout has carried the market to new highs. Market Update –...
by michael | Sep 29, 2026 | Market Research
What happened to the energy stocks this year and why do tech stocks continue to dominate the headlines? Short answer: the technology and communications sectors generate 10 times the earnings of the energy sector. Money talks. Market Update – September 2026 The...
by michael | Aug 28, 2026 | Market Research
Can you name the top internet search engine in the U.S.? If you guessed Google, you are correct; they are #1 with 90% global market share. In the last quarter, Google generated $82 billion from internet advertising revenues. Compare that to #2, Microsoft Bing’s...
by michael | Jul 28, 2026 | Market Research
It is difficult to get a clear picture of what is really going on. Despite a recent peace deal signed June 17th, the Iranians have started shooting ships and the United States has launch several air strikes inside of Iran. Ironically, the stock market traded higher on...
by michael | Jun 28, 2026 | Market Research
In 1987, Donald Trump published a best-selling book on negotiations. Apparently, the Iranians have read this book, because their successful negotiating strategy to delay a resolution in the Strait of Hormuz is the economic worst-case scenario we discussed last month:...
by michael | May 28, 2026 | Market Research
In the 2021 satirical movie “Don’t Look Up!”, Leonardo Dicaprio played a scientist running around the country trying to raise people’s awareness about a comet about to hit planet Earth. We see this same irony in today’s markets; there is...
