Market Mindset

Not Your Typical Market Report

Hemingway, Hard Truths, and Today’s Market Divide

“’Listen,’ I told him. ‘Don’t be so tough so early in the morning. I’m sure you’ve cut plenty of people’s throats. I haven’t even had my coffee yet.’” 

After docking his boat and entering a café in Havana, Captain Harry Morgan said this to a man trying to intimidate Harry into smuggling him and two others into the U.S. in Ernest Hemingway’s “To Have and Have Not”…

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The Genesis Effect: AI at Warp Speed

“What exactly is Genesis?” Dr. Carol Marcus asks on the recording as Captain James T. Kirk watches with Mr. Spock and Dr. McCoy in Star Trek II: The Wrath of Khan1. “Well, put simply Genesis is life from lifelessness. It is a process whereby molecular structure is reorganized at the subatomic level into life-generating matter of equal mass …

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From Solar Shockwaves to Market Moats: What Really Holds Up Under Pressure

“It’s a perfect situation for a pancake.” I have to admit that this statement got me to sit up my chair on reflex as I hadn’t eaten in awhile. It came from “Cosmic Bro” geophysicist and Luke Perry look-alike Stefan Burns on YouTube Tuesday1.  Burns was referring to the first CME or Coronal Mass Ejection (solar flare) on Tuesday, a 1.7 X-Class Flare, followed by a 1.2 flare and then a big 5.1 flare…

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Back to the Future and Forward in Faith

“Hey Doc, we better back up!” Marty said at the end of Back to the Future. “We don’t have enough road to get up to 88.” “Roads?” Doc Brown said as he put his metallic visor down over his eye. “Where we’re going we don’t need … roads.” The wheels folded under the carriage of the DeLorean, the trumpets played and the timpani thumped loudly into a crescendo as the time machine turned and rocketed off through the air as a flying car…

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The Tempest of Technology: When AI Invades the Isle of Wall Street

“I was the man in the moon when time was!1” Stephano said as he lorded over Caliban in Shakepeare’s The Tempest, not realizing the primitive islander’s acumen was far greater than he suspected.  After the characters were shipwrecked on an island inhabited only by Caliban and a tree spirit, Caliban meets the drunken duo of the starry-eyed butler, Stephano and his jester-friend Trinculo…

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Breaking Up with Big Tech: Google, Amazon, and the AI Disruption Ahead

Breaking up is hard to do. 2025 has been the year for so many couples, schools and coaches, or mal-merged companies to find themselves in Splitsville. Orlando Bloom must have heard Katy Perry Roar this year as that power couple of 9 years recently went their Separate Ways and are now Worlds Apart, with one of the two possibly headed back to Middle Earth…

The Sixbucks Syndrome: How Daily Habits Shape Lifelong Wealth

This column today is written for you and your children, or younger loved ones, whatever the relationship may be, friend or family member. I want you to share it with them because I’m going to talk about habits, specifically setting the patterns of behavior in your lives that will lead to wealth, and the passing on of such habits to the next generation…

All-Weather Investing: Thriving Through Market Highs, Lows, & Everything In Between

Have you ever taken on a difficult research project where the data is just all over the place and it’s difficult to come to any conclusions at all? I can tell you that economic analysis and reviews of market indicators have gotten like that lately. So, with tasks like this let’s just say it’s important to enjoy the process…

What the Fed’s Rate Cut Means for Your Wallet & Investments

The Doves have spoken, and the Dots of the Future are plotted. If it sounds like an ancient oracular process, you would be correct. At the most ancient Hellenic oracle of Dodona, priests interpreted divine will through the cooing of doves nesting in the sacred oak tree. Homer described being able to hear Zeus’s will at Dodona. And with all the dubious statistics…

Breaking Up with Big Tech: Google, Amazon, and the AI Disruption Ahead

Breaking up is hard to do. 2025 has been the year for so many couples, schools and coaches, or mal-merged companies to find themselves in Splitsville. Orlando Bloom must have heard Katy Perry Roar this year as that power couple of 9 years recently went their Separate Ways and are now Worlds Apart, with one of the two possibly headed back to Middle Earth…

The Sixbucks Syndrome: How Daily Habits Shape Lifelong Wealth

This column today is written for you and your children, or younger loved ones, whatever the relationship may be, friend or family member. I want you to share it with them because I’m going to talk about habits, specifically setting the patterns of behavior in your lives that will lead to wealth, and the passing on of such habits to the next generation…

All-Weather Investing: Thriving Through Market Highs, Lows, & Everything In Between

Have you ever taken on a difficult research project where the data is just all over the place and it’s difficult to come to any conclusions at all? I can tell you that economic analysis and reviews of market indicators have gotten like that lately. So, with tasks like this let’s just say it’s important to enjoy the process…

What the Fed’s Rate Cut Means for Your Wallet & Investments

The Doves have spoken, and the Dots of the Future are plotted. If it sounds like an ancient oracular process, you would be correct. At the most ancient Hellenic oracle of Dodona, priests interpreted divine will through the cooing of doves nesting in the sacred oak tree. Homer described being able to hear Zeus’s will at Dodona. And with all the dubious statistics…