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10-Year Treasury Hits 5% While the Fed Hikes Rates
The 10-year Treasury hit 5% and the Fed hiked rates. We explain why we think the hike was a mistake and what the inflation data actually shows.
14 hours ago


Will Allen on SiriusXM: Cash Flow, Per Diem, and Social Security
Will joined Dan Ronan on SiriusXM's On the Move for two segments on financial resilience in the trucking industry. Saving on an income that swings month to month, a per diem tradeoff most drivers never hear about, and what the 2032 date means when your earnings record has holes in it.
Sep 7


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
Aug 20


S&P 500 All-Time High: Q2 Earnings & Big Tech Blowout
The S&P 500 just hit a new all-time high, driven by blockbuster earnings. A look at the standouts, the hyperscalers, and what happened before the rally.
Aug 6


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


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


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


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 2026.
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


Earnings Smash Expectations Again — and It’s Not Just Tech
Q3 earnings are crushing expectations across multiple sectors. We break down what it means for your portfolio and revisit whether gold is really the safe investment everyone thinks it is.
Nov 13, 2025


Gold is Booming - But History Says Be Careful
Gold's parabolic surge has everyone talking—but history shows that euphoric rallies often end badly for late buyers. While many view gold as safe and secure, past cycles reveal dramatic volatility. Meanwhile, stocks hold near highs on strong profits. What should investors watch as the year closes?
Oct 23, 2025


Rate Cuts Ahead? What the Data Says About Inflation & Markets
Fed Chair Jerome Powell signaled a shift at Jackson Hole last Friday, setting the stage for rate cuts after months of hesitation driven by tariff-related inflation concerns. But what does the data actually say?
Aug 28, 2025


Jobs Market Reality Check: What the Data Really Shows
Is the jobs market really in trouble? Financial advisor breaks down the latest employment data, strong earnings results, and whether the Fed will cut rates in September. Get a data-driven analysis that cuts through market headlines to show what investors need to know about jobs, corporate profits, and monetary policy. Plus rapid-fire chart review of key market indicators.
Aug 7, 2025


Q4 Profits Surge! Why Portfolio Construction Matters More Than Ever
Fourth quarter earnings season has dramatically exceeded analysts' initial expectations, with profit growth crushing early forecasts. In...
Feb 13, 2025
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