“Everyone’s trying to mimic Warren Buffett”

by Marketing | Sep 18, 2026 | Market Notes, Media Notes

End of an era: Buffett steps down as Berkshire Hathaway chairman

“Price is what you pay, value is what you get”

by Marketing | Sep 18, 2026 | Market Notes, Media Notes

What ‘value’ means in today’s market

“I’d vehemently answer sentiment risk. I mean, anywhere you look right now, there is growth everywhere.”

by Marketing | Sep 17, 2026 | Market Notes, Media Notes

David Wagner pairs AI infrastructure with a beaten-down Copart in ‘barbell’ strategy

“Obviously some high profile names stating that the acceleration of Frontier AI models needs to slow may be a sticker shock, but, in a way, this feels exactly what the markets want”

by Marketing | Sep 15, 2026 | Market Notes, Media Notes

US Equity Markets Bend But Don’t Break

“If capex spend were to slow, so would earnings, but free cash flow would likely inflect higher, which could create multiple expansion back to levels witnessed in December 2025”

by Marketing | Sep 14, 2026 | Market Notes, Media Notes

S&P 500 falls slightly, trades off worst levels of the session as rate and oil pressures ease a bit: Live updates

“For market participants we are hopeful this will serve as a clearing event, allowing market participants to return to focusing on data and fundamentals”

by Marketing | Sep 14, 2026 | Market Notes, Media Notes

Fed rate-hike odds surge as Warsh faces inflation-weary markets