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Oct 29, 2025

If you missed the market rotation mid last year to gold and precious metal miners, you may be asking if it’s too late to jump on?  We started adding gold and silver miners in the first quarter of this year.  Gold has become another key asset for our portfolios to diversify our very profitable positions in AI and...


Oct 22, 2025

Investors are enjoying a robust stock market rally with NASDAQ and possibly the S&P 500 completing three consecutive years of 20%+ annual gains.  Meanwhile, Berkshire Hathaway has amassed a record-breaking cash reserve, reaching an all-time high of $347.7 billion in the first quarter of 2025. This represents more than...


Oct 14, 2025

Small business owners have endured a difficult four years. Before the global COVID-19 pandemic, many were benefiting from economic growth between 2017 and 2020. But when the pandemic struck, supply chains became strained and inflationary pressures intensified, even as consumer behavior shifted and work moved largely...


Oct 8, 2025

My selection of reports to write about is getting narrowed as multiple reporting US Federal agencies have stopped releasing economic data due to the Federal government shutdown.  However, just before the government shutdown, the Federal Housing Finance Agency, (FHFA) released their housing price index for July based...