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2026 Midyear Update: Stocks Up, Small Cap Comeback, Silver Mania Ends
Financial advisor presenting Sentara Capital's 2026 midyear market update video, with stock charts and market data in the background
3 days ago


Spotting Parabolic Moves: Warsh Fed Update & SpaceX IPO
Chip stocks like Micron have gone parabolic, running from $100 to $1,200 in just over a year on AI demand. We break down what a parabolic move is, how today's chart compares to past manias in silver, Bitcoin, and 1990s tech, plus the SpaceX IPO pullback, Fed Chair Warsh's first meeting, and the health of the U.S. consumer.
Jun 25


SpaceX IPO Frenzy: The $1.75 Trillion Question
The SpaceX IPO starts trading this Friday at a $1.75 trillion valuation — almost 20 times the size of Facebook's debut. In this market update, I break down what the hype is really about, what a 95x sales multiple means for investors, and what two decades of history tell us about stocks that go public at extreme valuations. Plus, May's jobs report more than doubled expectations, and S&P 500 profits are on pace for their most impressive year in 25 years.
Jun 11


What's Your Retirement "Magic Number"?
Most people chasing a retirement "magic number" are asking the wrong question. Here's why your spending number matters more — plus how Roth conversions, RMDs, and the SpaceX IPO factor into smart planning.
Jun 4


Rates Up, Oil Up, Inflation Up… So Is the Economy
The 10-year Treasury broke above 4.5%, oil tops $100, and inflation is hot—but the economy is defying expectations. Here's what it means for investors.
May 21


Is AI Really Killing Jobs?
The narrative that AI is killing jobs is everywhere — but the data tells a different story. We look at software developer job postings, what executives are actually saying about AI on earnings calls, and jobless claims at their lowest since the 1960s. Plus Q1 earnings crushing estimates at 27% growth, gas prices, interest rates, and retail spending hitting a one-year high.
May 7


Another V-Shaped Recovery For Stocks
The S&P 500 fully recovered from the Iran selloff. Plus, new Section 530A "Trump accounts" go live July 4th — here's what every family needs to know.
Apr 23


March Jobs Report a Blockbuster — But Consider the Revisions
The March jobs report looked strong on the surface — but a deeper look at revisions, labor force trends, and the real state of the consumer tells a more complete story. Plus, we tackle the biggest myths about the middle class, foreign investment, and the U.S. dollar.
Apr 9


Navigating Section 530A "Trump Accounts": A Guide for Multigenerational Wealth Planning
Section 530A accounts — known as Trump Accounts — became law in 2025. Here's how they work, who's eligible, and what grandparents need to know before funding one for a child or grandchild.
Mar 30


Iran Conflict: Why the Bond Market is the Real Story
Will Allen of Sentara Capital breaks down why the bond market — not the headlines — may be the real force shaping the Iran conflict response, and what it means for your portfolio.
Mar 24


Oil Hits $95 and Wall Street is Eyeing Your 401(k)
Oil prices have surged to $95 a barrel amid the Iran conflict — but should you be worried about your portfolio? In this market update, we cover rising oil prices, inflation data, forward earnings estimates, and why Wall Street's push to put private equity into 401(k) plans is a major red flag for everyday investors.
Mar 19


Iran, AI Fears, and Inflation: What the Data Actually Shows
We break down what the data actually shows on the Iran conflict's market impact, the AI software stock selloff, Magnificent Seven earnings growth, and where inflation has hit hardest since 2019.
Mar 5


Earnings Crush Estimates Again, Silver Plummets 40%
S&P 500 earnings beat estimates for the 5th straight quarter, AI capex surges to $610B, silver drops 40% after our warning, and energy stocks rally.
Feb 12


Gold and Silver Go Parabolic, the Consumer Stays Strong
A look at the surge in productivity, the parabolic move in gold and silver, and why the consumer remains strong heading into 2025.
Jan 29


2026 Market Outlook: The Case for Another Good Year
Our comprehensive 2026 market outlook examines earnings growth, Wall Street price targets, the valuation debate, Big Tech's AI spending, and rate cut expectations.
Jan 14


2025 Recap: Stocks and Bonds Deliver
2025 proved to be a rewarding year for investors. Stocks rebounded from a challenging spring, and both stocks and bonds finished with healthy gains.
Jan 2


Sentara Spotlight: Portfolio Red Flags
After reviewing thousands of investment statements, we've identified the warning signs that could be costing you money. Learn the most common portfolio red flags—starting with investments that aren't aligned with a real financial plan.
Dec 26, 2025


The Fed Cut Rates Again—Here's What It Means for Your Money
The Fed just cut rates for the third time in four months—here's what it means for borrowing, investing, and the housing market heading into the new year.
Dec 11, 2025


Welcome Jonathan Brummel to Sentara Capital
Meet Jonathan Brummel, the newest advisor at Sentara Capital.
Dec 3, 2025


Is AI the Next Dot-Com Bubble?
Is AI the next dot-com bubble? I dig into the data and explain why today's tech landscape looks nothing like the late 90s.
Nov 28, 2025
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