“Some small-cap companies have no earnings, and they’re driven by debts to be able to come up with a new product”

by Marketing | Oct 20, 2025 | Market Notes, Media Notes

Small caps are having a good year — but here’s why the S&P 500 will win in the end

“Despite Wall Street expectations for Nvidia to invest in AI, the announcement is much earlier than many would have expected”

by Marketing | Sep 23, 2025 | Market Notes, Media Notes

Why Nvidia’s $100 billion investment in OpenAI signals a major transformation

“[With the 10-year yield now at the lower end of its recent 4%-5% range], the real question is whether we hold there or go even lower.”

by Marketing | Sep 22, 2025 | Market Notes, Media Notes

 Where did all the ‘bond vigilantes’ go? Investors keep buying long-dated Treasurys

“This is not the five-alarm fire it sounds and is less ominous than investors might suspect”

by Marketing | Aug 28, 2025 | Market Notes, Media Notes

Record levels of margin debt aren’t a red flag but here’s what is, says this fund manager

“At the end of the day, customers focus on consistency of receiving products, especially in the new world of amazon, alongside being price cognizant”

by Marketing | Aug 22, 2025 | Market Notes, Media Notes

Target is getting crushed by Walmart. Here are the reasons why