Category: ERPE Excerpts and Economic Updates

From TV to AI 100 Years of Tech Innovation & the SP 500 From the Machine Age and the invention of TV to the release of Artificial Intelligence with ChatGPT, the U.S. stock market has been powered by technological innovations since 1927. The graph below shows the history of the major tech innovations and the SP … Continue reading “ERPE Excerpts 8.13.26 – From the TV to AI”

Small Cap Stocks: Perspective and Potential This year’s stock market’s first half feels to many like two years. Half of the half (Q1) and the other half (Q2) were significantly opposite, yet both delivered extreme volatility and uncertainty. The bearish market behavior and negative returns in large part due to the War in Iran in Q1 rebounded … Continue reading “ERPE Excerpts 7.30.26 – Small Caps”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES July 16, 2026 Mid-Year Outlook 2026: Key Lessons for the Seventh Year of the Cycle As we begin the second half of the year, I wanted to share a mid-year market update with my current perspectives. This includes the key themes shaping markets and what they may mean for … Continue reading “ERPE Excerpts 7.16.26 Mid-Year Outlook 2026”

USA250 The Entrepreneurs and Inventions that Made America Great Part 3: The Synergy of Greatness America’s 250th is only a couple of days away! In celebrating USA250, I hope you have enjoyed my my three-part series, “The Entrepreneurs and Inventions that Made America Great”.  Part 3 is “The Synergy of Greatness”. Part 1 was about the who, … Continue reading “ERPE Excerpts 7.2.26 USA250 Part 3”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES June 18, 2026 USA250 The Entrepreneurs and Inventions that Made America Great Part 2: The Greatest Innovations USA250 Part 2… The Entrepreneurs and Inventions that Made America Great. Part 1 was about the who, Part 2 is about the what — the foundational leaps of genius that fundamentally altered … Continue reading “ERPE Excerpts 6.18.26 USA250 Part 2”

The “3 A’s” Market 2026 Bull Market Drivers: Aging Boomers, AI & Asset Valuations Rising The U.S. stock market is now experiencing one of the greatest bull markets in history. Just a few quick stats: the SP 500 index rose last week for the 9th consecutive week, the longest win streak since December of 2023. This … Continue reading “ERPE Excerpts 6.4.26 The 3 A’s Market”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES May 21, 2026 USA250 The Entrepreneurs and Inventions that Made America Great Part 1: America’s Greatest Entrepreneurs & Visionaries Our country will soon turn 250! The approaching 250th anniversary of the United States offers a great opportunity to highlight some of our nation’s most impactful innovations and developments that have … Continue reading “ERPE Excerpts 5.21.26 USA250”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES May 7, 2026 Abel Era The New Operator in Omaha Call it “The Berkshire Baton”. There’s been a big hand-off at the trillion dollar company in Omaha. Mr. Warren Buffett has handed the reigns of Berkshire Hathaway to a new CEO, Mr. Greg Abel. This past weekend was the first Berkshire … Continue reading “ERPE Excerpts 5.7.26 Abel Era”

HAPPY 80th! BOOMERS This year the first born Baby Boomers turn 80. 2026 marks a massive demographic shift as the vanguard of the 76 million Baby Boomers officially becomes octogenarians (80 – 89 years old). Here’s to celebrating the milestone! Since they were born in 1946, those first “Boomers” have already outlived the current average U.S. life expectancy … Continue reading “ERPE Excerpts 4.23.26 Happy 80th! Boomers…”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES April 9, 2026 Follow-Through Day Buy low, sell high. All investors know that’s the profit plan. The logic should also include buy early, not late. No faulting the reasoning in that plan, but it is easier said than done. A risk reducing approach to investing early (and therefore low) is through … Continue reading “ERPE Excerpts 4.9.26 Follow-Through Day”