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I've heard lots of references to 2008/2009 this week. Is that what we're facing? TUNE IN TO FIND OUT!   Note: At 7:40, "gallons per mile" should be miles per gallon.

US equities were lower again this week. The war in Iran and its broader impacts remained the central story for the markets. Focus has remained sharply on the shipping standstill around the Strait of Hormuz, shut-in output by Persian Gulf producers, and crude prices near $100/barrel.

US equities were down in Thursday trading, just off worse levels. The S&P 500 and Nasdaq are now pacing for weekly declines. The prevailing market headwinds included hawkish updates around the conflict in Iran and a big backup in yields.

On March 11 from West Palm Beach, Brian Szytel reports a mostly negative but relatively benign market day amid volatility tied to Iran, the Strait of Hormuz, and surging energy prices (Brent ~$92.77, WTI ~$88.29). February CPI came in as expected: headline +0.3% and core +0.2%, with year-over-year headline 2.4% and core 2.5%; he notes current oil moves could have lifted year-over-year inflation to ~2.8–2.9%, though de-escalation or large IEA releases could offset. He highlights shelter's lagging but cooling impact (rent measures up just 0.1–0.2%), important given shelter's 35% CPI weight versus energy's 7%. He discusses a new Fed chair in May aiming to cut short rates while shrinking the balance sheet, arguing productivity gains from AI and weaker labor data support easing. He also answers that TBG charges no extra external fees for alternative funds beyond internal fund expenses. 00:00 Market Recap and Volatility 00:44 Energy Prices and CPI Print 01:30 Oil Shock Scenarios and Offsets 02:34 Shelter Inflation Finally Cools 03:35 New Fed Chair and Rate Path 05:00 Alternative Funds Fees Explained 06:35 Wrap Up and Next Update Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

US equities were lower after very choppy Wednesday trading. Stocks were unable to hang onto earlier gains amid more headline volatility around the Iran war and oil prices. There was still not much meaningful progress toward an offramp despite Trump saying today that the US was running out of targets and US, Israeli military officials expecting at least two more weeks of operations.

US equities ended mostly lower Tuesday, well off best levels in choppy trading. Stocks unable to hold onto earlier gains, coming off following afternoon reports Iran has started to deploy mines in Strait of Hormuz.

US equities were higher in Monday trading as stocks reversed earlier declines on the latest dovish Iran developments and ended near best levels. Stocks reversed earlier declines after Trump told CBS News that war with Iran could be over soon. The New York Fed's February Survey of Consumer Expectations found median year-ahead inflation expectations dipping slightly to 3.0% while holding at that level for the three- and five-year time horizons.

Everyone thinks that the events in Iran are moving markets this week. ARE THEY or is there something else that's impacting markets as well? TUNE IN TO FIND OUT!

US equities were lower this week, with the S&P 500 down for a second-straight week, posting its worst performance since late November. The Iran conflict was the big story of the week, with the US and Israel attacking Iran over the weekend and killing Iran's Supreme Leader. The macro resilience theme was upended by Friday's February payrolls report, which showed an ~92K decline, missing consensus for a +55K gain.

US equities finished lower in Thursday trading, though ended off worst levels. Oil closed at its highest since July 2024 but came off best levels on headlines about US relief discussions and China negotiating with Iran for safe tanker passage. Initial jobless claims registered 213K for the latest week, near the 215K consensus and prior 213K (which was revised up from 212K).

U.S. stocks finished higher, led by a rebound in crowded momentum trades and strength across Big Tech, semiconductors, software, and other growth-linked groups, while energy and several consumer-facing areas lagged. Sentiment held up despite ongoing geopolitical uncertainty as stronger-than-expected ISM services and a better ADP jobs print reinforced the “resilience” narrative heading into a busy end-of-week data slate, including Friday's jobs report and retail sales.

US equities finished down in Tuesday trading, though major indices ended well off worst levels. Stocks well off worst levels with market tepidly re-embracing the ignore geopolitics mantra into afternoon trading. No economic data on today's calendar.

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US equities were mostly higher in Monday trading, ending a bit off best levels. The market shook off a lot of overnight and morning risk-off sentiment in the wake of the weekend's US/Israeli attacks on Iran, and Tehran's reprisals. In macro news, February ISM manufacturing printed at 52.4, better than the 51.8 consensus, though a bit below prior month's 52.6

Markets were down once again this week but one asset class is making a surprising move to the upside. What asset class is that? TUNE IN TO FIND OUT!

Major US equity indices were lower for the week though breadth was positive, with the Equal weight S&P ending in the green and outperforming the official index by 90 bp. Fear surrounding AI disruption was a key overhang this week. January core PPI was hotter than expected, the highest in nearly four years on a m/m basis.

Markets were mixed Thursday, with large caps pressured by weakness in mega-cap tech and semis even as small caps and equal-weight performance held up better on a rotation toward software and select cyclicals. Cross-asset moves were modest overall, with slightly lower Treasury yields after a solid 7-year auction and oil fading from earlier strength on headlines around U.S.–Iran talks. The day's focus stayed on earnings and the near-term macro calendar, with attention turning to Friday's PPI and next week's ISM data.

U.S. stocks finished higher, led by technology as the Nasdaq outpaced broader indexes with strength in semiconductors, memory, and software ahead of NVIDIA earnings. Federal Reserve commentary continued to support a “wait and see” policy stance, trade headlines pointed to a potential 15% tariff proclamation, and earnings remained active.

US equities were higher in Tuesday trading as stocks ended just off best levels. Software bounce (though off best levels) the big story with some semblance of reprieve surrounding Anthropic enterprise agent event. February consumer confidence printed at 91.2

US equities finished lower in Monday trading, ending near worst levels. Today was a risk off over rotation trade, despite some pockets of strength in defensives. Another busy week of earnings is on tap with outsized focus on Nvidia's Wednesday report.

Markets rallied back this week in the face of a lot of headlines. What headlines? TUNE IN TO FIND OUT!

Major US equity indices were higher for the holiday-shortened week. Big tech was mostly higher. Treasuries were narrowly mixed with a bit of curve flattening.

US equities finished mostly lower in Thursday trading, though ended off worst levels. The S&P broke a three-session string of gains (though remains higher WTD). Big tech was mostly weaker with AAPL the notable decliner; software, semis were both somewhat lower overall.

U.S. equities closed modestly higher Wednesday but finished off best levels, with gains led by select mega-cap tech (AMZN, NVDA) while defensives lagged. Oil and precious metals moved sharply higher alongside a stronger dollar and slightly higher Treasury yields amid geopolitical headlines, firmer economic data, and a modestly hawkish tilt in the FOMC minutes. Earnings were mixed, with notable moves in ADI and CDNS on the upside and PANW on the downside, as focus shifts to WMT Thursday and a potential SCOTUS tariff ruling Friday.

US equities finished mostly higher in Tuesday trading, a bit off best levels. There was not much new from a narrative standpoint, but it was another day with a lot more going on beneath the surface. Corporate updates largely underwhelmed, though there was a pickup in M&A and activist developments.

Markets aren't looking all that strong and are now facing some key levels. What levels are we watching? TUNE IN TO FIND OUT!

Richard kicks off 2026 with a deep dive into two major South Bay real estate themes. First, he analyzes cash versus financed purchases in the second half of 2025, highlighting just how dominant all-cash buyers have become in cities like Manhattan Beach and Palos Verdes Estates. He explains what this means for buyers trying to compete with financing and how sellers should position their homes depending on their local buyer pool. Next, Richard delivers a full-year 2025 market recap, comparing total sales and median prices across the Beach Cities and the Palos Verdes Peninsula. He walks through which markets surged, highlighting strong appreciation in Manhattan Beach, Hermosa Beach, and Redondo Beach, and which areas lagged, particularly across much of the Palos Verdes Peninsula. The episode paints a clear picture: the beach cities stayed hot, while the hill experienced a softer year. To wrap things up, Richard shares early 2026 market observations, including the impact of lower mortgage rates, the return of multiple-offer scenarios on turnkey homes, and what he's watching as we head toward the spring selling season. If you want real numbers, hyper-local insight, and a clear framework for navigating the South Bay market in 2026, this episode delivers. For more South Bay real estate insights, subscribe to Richard's weekly blog at https://haynesre.com/blog/

US equities were lower this week with the S&P 500 down for a second-straight week, Nasdaq Composite for a fifth-straight week, and the small-cap Russell 2000 down for the third week in the past four. Software saw a fairly tepid bounce from its recent plunge and elevated volatility amid ongoing AI displacement fears. This week also saw spillover of the AI displacement narrative into other industries, including asset managers, wealth management, trucking, logistics, and commercial real estate.

It was a risk off trading day, with AI increasingly a broader market headwind. The Vix spent some time back above 20 today amid continued underperformance from the Magnificent 7 as investors scrutinize capex and shift from asset-light to asset-heavy names. The unrelenting disruption trade continued, and while software remains ground zero, the disruption has spread to CRE brokers, trucking/logistics, and a number of other areas, often without any incremental headlines or justifications.

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US equities finished slightly lower after early strength faded, with large technology stocks under pressure while memory and semiconductor stocks outperformed and software weakened again on artificial intelligence disruption concerns. The January jobs report surprised to the upside. Earnings remained a major driver, with more than two-thirds of the Standard and Poor's five hundred having reported.

US equities were mixed in Tuesday trading though stocks ended just off worst levels. Stocks were unable to hold onto earlier gains, as the market tilted defensive and rates rallied amid White House efforts to talk down Wednesday's NFP, soft December retail sales, and the latest geopolitical concerns. Financial advisory was the latest group hit by AI competition concerns, though software continued to claw back some of its recent losses.

In this episode of the Jon Sanchez Show, Jon and Dr. Dennis Sanchez discuss the evolving role of AI in the financial sector, particularly its impact on insurance, investment strategies, and financial literacy. They explore how AI is streamlining processes, enhancing customer experiences, and reshaping traditional financial practices. The conversation also delves into the importance of micro nudges in promoting better financial habits and the potential for AI to improve overall financial literacy among consumers.Chapters00:00 Introduction and Market Overview05:40 AI's Impact on the Insurance Industry10:58 AI in Financial Services and Underwriting12:18 Market Recap and Stock Movements17:13 AI's Role in Financial Planning and Investment Decisions18:55 AI's Impact on Financial Habits25:49 Enhancing Financial Literacy with AI30:06 The Evolution of Financial Technology34:27 DisclaimerResources & LinksSanchez Gaunt Wealth ManagementConnect with Jon SanchezLinkedInFacebookInstagramYouTubeBlog

US equities were higher in Monday trading, though stocks ended off best levels. Stocks rebounded on the back of tech outperformance. Nothing on the US economic calendar today, but a bit of Fedspeak

Markets got crushed by an AI announcement this week! How so? TUNE IN TO FIND OUT!

Major US equity indices were mixed for the week. AI disruption weighed heavily on software this week. December JOLTS lowest since Sep-20. Q4 earnings growth now running at nearly +13% y/y for S&P 500% (with ~60% reported).

U.S. equities sold off Thursday and finished near the lows, led by weakness in big tech as software again underperformed while semiconductors held up better. Soft labor-market data drove a rally in Treasuries and cooled the recent broadening-out rotation, while the dollar strengthened and risk assets like crypto and commodities were pressured.

Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today's key macro and market headlines — from Claude's AI plugin rattling software firms to AMD's 9% plunge and a weak U.S. jobs print. Gold hits $5,000, geopolitics flares up, and inflation cools in Europe. Meanwhile, crypto remains weak with 44% of Bitcoin supply now underwater. Plus: Pro Members — don't miss Jamie Coutts' AMA and his upcoming interview with Charles Edwards on the quantum threat. Free Members — tune in to Kris and Bijan on Trading the Markets.

US equities finished mixed in Wednesday afternoon trading. Many cyclical pockets rallied as the broadening-out trade continued to gain momentum.

US equities were lower in Tuesday trading, though ended off worst levels. Tech weakness the big story despite big post-earnings rallies. End of partial government shutdown , White House affordability push, geopolitical tensions also in the headlines today.

US equities finished higher in Monday trading, ending not far from best levels. AI sentiment solidified today after some cautious weekend headlines. In macro news, January's ISM manufacturing of 52.6 fell back into expansion territory against consensus for 48.9, its highest since August 2022

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's extremely high valuation levels for stocks hangs on future forecasted corporate earnings.We're about to start earnings season. What if guidance disappoints?If it does, how far could stocks drop?Portfolio manager Lance Roberts and I discuss the odds in this week's Market Recap, as well as $100/oz silver, $5,000/oz gold, S&P 7000, rising bond yields, and the prospects for oil & gas stocks.For everything that mattered to markets this week, watch this video.#marketcorrection #earnings #silverprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar… covers a lighter market recap amid Crypto Gathering buzz. Global equities slipped after U.S. services and manufacturing PMIs missed expectations, signaling slowing momentum. Oil jumped over 2% on geopolitical tensions despite rising U.S. inventories. The Bank of Japan held rates at 0.75% while tweaking growth forecasts. Crypto remained subdued, with large Bitcoin buys offset by notable exchange inflows.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a global risk-on rally after President Trump eased tariff tensions with Europe, lifting equities while softening gold. Strong U.S. data reinforced confidence, with lower-than-expected jobless claims and an upward GDP revision, as markets await the PCE inflation print. Europe signaled policy stability, UK data surprised to the upside, and crypto held firm, highlighted by BitGo's IPO and a standout Solana token debut.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar covers a lighter schedule as the team heads to Miami for the Crypto Gathering, while markets grapple with renewed trade tensions. U.S. equities sold off sharply after President Trump's comments on Greenland and potential European tariffs. UK producer prices held at 3.4%, stoking inflation concerns. Asian markets were mixed amid higher yields, tariff risks, and cautious sentiment ahead of Davos discussions.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a sharp global risk-off move as Greenland tensions and renewed tariff threats push equities lower and volatility higher. Gold and silver hit fresh records, while investors watch a key Supreme Court case tied to Fed independence. The report also covers mixed inflation signals from Canada and Germany, Asia's AI-driven export boom, rising Japanese bond yields, and crypto weakness amid geopolitical stress.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar walks through a volatile macro backdrop as tariff threats tied to U.S.–Europe relations weigh on global markets and push gold and silver to record highs. Eurozone inflation slips below target, reinforcing expectations of steady ECB policy, while China meets its GDP goal despite weak domestic demand. Japan faces economic headwinds ahead of key political events. In crypto, bitcoin drops sharply amid liquidations, even as ETF flows, Ethereum activity, and regulatory debates remain in focus.