Category: Uncategorized
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Market Outlook 2026: The Year of the “Great Broadening”
As we turn the page to 2026, the global economy is entering a fascinating new chapter. If 2024 was about the birth of the AI boom and 2025 was defined by policy shifts and “stagflation lite” fears, 2026 is shaping up to be the year where the benefits of innovation and easing interest rates finally…
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Meta’s Big Bet on Google’s AI Chips: A Wake-Up Call for Nvidia’s Dominance?
In the high-stakes poker game of AI infrastructure, where billions are wagered on silicon and server farms, Meta Platforms just flashed a wild card. Reports surfaced today that the Facebook parent is deep in talks with Google to drop serious cash—think billions—on Alphabet’s custom AI chips, known as Tensor Processing Units (TPUs). This isn’t just…
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Breaking Down Today’s Payroll Report
The latest payroll report, released earlier today, offers a detailed snapshot of the labor market’s performance as we progress through early 2025. With job creation holding steady and wages continuing to rise, the report highlights both opportunities and challenges for workers, businesses, and policymakers. Here’s an in-depth look at the key findings: 1. Job Gains…
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Paycheck to Paycheck World
I read an interesting article today that stated a majority of Americans could not afford a surprise expense of $1000 or more. I wouldn’t be surprised if the number was lower, say a $500 dollar surprise expense. Inflation has pushed living expenses to an almost unsustainable level for lower income earners. It really is a…
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The Week Ahead
Markets are coming off a winning week. The biggest question is – will that continue? Monday kicks off a big week for your money. Most companies have reported earnings thus far, but a few still remain to do so. I will be watching Oracle (ORCL) and BJs Wholesale (BJ) both of report on Thursday 3/9.…
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Diversification and Single Stock Risk
A good friend, Mr. Jackson, asked me how he could invest his savings into Tesla stock so I told him I would write an article on his behalf explaining the importance of diversification. Don’t get me wrong taking single stock risks is a great way to obtain excess returns in the market. You shouldn’t expose…
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