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The $40 Trillion Debt Problem, But Earnings Are Soaring
The U.S. is about to cross $40 trillion in debt. In this video, we go back to 1980 to show how we got here, who is responsible, and what it now costs us every year just to pay the interest. We have charts on this you will not see anywhere else, including one that we think points to the real source of the problem. Then we turn to the surge in company profits that has been driving the stock market for much of this year. The large cap story has been well covered, but the more in
4 days ago


2026 Midyear Update: Stocks Up, Small Cap Comeback, Silver Mania Ends
The S&P 500 rose 9.5% in the first half of 2026 while the Magnificent Seven fell 2.5%, small caps surged 22%, silver crashed 53% from its mania peak, oil round tripped, and the jobs market turned. Sentara Capital's full midyear breakdown.
Jul 9


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


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


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


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
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