Feb 18, 2026
As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder. In reality, it is the large cast of participants that include media commentators, analysts, institutional investors, and everyday individuals who drive the market’s unpredictable...
Feb 11, 2026
Over the past three days, we’ve received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the future, though improvement remains modest. Read in this UPdate, our review of several reports concerning consumer and small...
Feb 4, 2026
Several years ago, Simon Maierhofer, editor, and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 performance of the new year. These three barometers are monitoring the performance of the S&P 500 during specific days of...
Jan 21, 2026
Last year, we began adding gold and silver mining companies Up Capital Model portfolios. Let me first give credit to client, Annie Alexander, who first introduced the idea of miner stocks early in 2025 as a developing favorable asset class. We ultimately decided to add gold and silver miners to Up Capital Model...
Jan 7, 2026
The year has now begun with a jolt of geopolitical disruption from Washington.
Over the weekend, following months of negotiations with Venezuelan President Nicolás Maduro, President Trump authorized a dramatic 2:00 a.m. local-time operation by elite U.S. Delta Force units. The mission captured President Maduro and his...