by lportee53 | Jun 4, 2026 | Wednesday Wisdom
Investing in an Inflation Not Quite Over World This article examines how investors can navigate a market environment where inflation remains persistent and interest rates stay higher than many became accustomed to over the past decade. It explores the implications for...
by lportee53 | May 20, 2026 | Wednesday Wisdom
Bullish but Exposed – Turning Optimism into a Plan Younger investors are entering 2026 with more confidence than older generations, and many plan to increase their stock market exposure this year. Surveys from major institutions suggest that Gen Z and...
by lportee53 | May 13, 2026 | Wednesday Wisdom
The Big First Quarter Picture – Earnings Strength vs. Geopolitical Stress First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next. As earnings wind down for two-thirds of the...
by lportee53 | May 6, 2026 | Wednesday Wisdom
Spring 2026 Macro – Investing in an Inflation Not Quite Over World Macro forecasts for 2026 share a common theme: growth is reasonably solid, but inflation is proving sticky, and interest rates are likely to stay higher than the ultra-low levels investors...
by lportee53 | Mar 11, 2026 | Wednesday Wisdom
Global Conflict and AI Uncertainty Reshape Market Leadership Markets are under pressure from a combination of real-world risks that have little to do with earnings or interest rates. Conflict spreading across the Middle East from Iran’s borders has triggered a sharp...
