Now we know what the long-anticipated and incessantly discussed “taper” will look like. And it starts a little earlier than some investors hoped. So why are markets cheering? The answer is simple . . . but perhaps the immediate future won’t live up to what

Big Tech isn’t going away any time soon, but this week revealed some essential truths about just where the trillion-dollar giants are going and how investors need to think about these companies from this point. First and foremost, real growth at all these companies is

First up: the fear factor of the week requires a history lesson. Jack Dorsey of Twitter made waves telling his followers that “hyperinflation” is happening now. Others are trying to steal his spotlight with warnings that “stagflation” is an even bigger threat. What’s stagflation? Economic growth

Sometimes investors like feeling a little frightened. The more scary stories we share, the less opportunity for “irrational exuberance” to spiral out of control. We’ve all trained ourselves to distrust a rally that runs too far from the fundamentals. It’s why we talk so much

Sometimes the market gets a little too far ahead of reality or sets up a narrative and then reality twists. You zig, the world zags and then you need to skate harder to where the puck is going. That’s what happened last week (we talked about

Think back six weeks. The market was breaking records, but investors kept nervously scanning the skies. After all, September is statistically the worst month of the year for Wall Street and October is no prize either. This can be a stormy season. And then there