Jim K. discusses the current status of the market, what to expect with regard to volatility, and the changes we are making to your portfolios.
Jim K. discusses the current status of the market, what to expect with regard to volatility, and the changes we are making to your portfolios.
Morgan discusses conflict in the Middle East, Federal Reserve meeting minutes, and AI developments.
This week Jim & Jim discuss changes we’ve made to your holdings, SpaceX, and the forecasts around interest rates.
Jim K. and Logan discuss the recent market volatility, the AI build-out, and the importance of profit taking.
This week Jim Evans discusses market movements, SpaceX, and cybersecurity.
Jim E. and Morgan discuss rebalancing of portfolios, historic returns, and the importance of maintaining portfolio structure when drawing on an account.
Jim K and Morgan discuss the capital expenditures surrounding AI, and the nature of capital gains.
Jim and Jim discuss the Good, the Bad, & the Ugly. Further, the difference between Macro comments and Micro management.
Morgan discusses our investment philosophy and the development of the electrical grid in response to the AI build out.
Jim E and Logan discuss recent portfolio changes and how AI is being developed and adopted in a manner similar to electricity.