Financial Information

In today’s weekly update, Morgan and Jim E. discuss the market reaction to the conflict in the Middle East, the flow of dollars, and the impact on US Treasury Securities.

This week Jim K and Logan discuss the “Great Rotation,” importance of diversification, and their forecast for the foreseeable future.

This week Jim K. discusses the continued volatility we’ve seen in the market through February. He also discusses the shift in the AI narrative, the market outlook for the remainder of the year, the labor market, and expectations for inflation.

This week, Jim E. discusses recent market volatility, diversification, and the impact of both on your portfolio.

Jim K. discusses the sell-offs we saw in the market this week, the recently released jobs data, and expectations for the new Fed Chairman.

This week, Jim E. and Logan discuss changes to portfolio holdings, the recent announcement of the incoming Federal Reserve Chairman, and the value of the dollar.

Jim K. discusses Q3 2025 final GDP and jobs reports. He also discusses the continued impact of AI on all sectors & jobs, and the importance of monitoring leading indicators in order to protect assets in the event of a market correction.

This week the Jim’s talk about a few our holdings and the logic behind them.

Jim E discusses Key metrics including the value of the dollar, long term rates and an all time high in Transportation stocks

This week, Jim discusses peace in Ukraine, the 10-year Treasury, and the future of the AI sector.

This week Jim & Morgan discuss the recent Fed meeting, rate cuts, and the growing government deficit.

This week Jim & Logan discuss next week’s Fed meeting, Black Friday and Cyber Monday, Dow Jones Transportation Averages, and the Dollar.