Category: ERPE Excerpts and Economic Updates

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”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES March 26, 2026 OIL Since the first strike of Operation Epic Fury on February 28, there hasn’t been a single news cycle where oil didn’t command front-page real estate. The war with Iran has caused a global “energy shock”. Because the conflict isn’t just a regional border dispute—it’s a … Continue reading “ERPE Excerpts 3.26.26 OIL”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES March 12, 2026 Wars Impact on Stock Markets When a crisis such as the Iran war breaks out, it is normal and natural for investors’ emotions to run wild. Fear of financial losses and the fog of war cloud stock market trading decisions. As normal as investors’ anxiousness is … Continue reading “ERPE Excerpts 3.12.26 Wars Impact on Stock Markets”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES February 26, 2026 The State of The Market In the spirit of this week’s “State of The Union” address by the president, i thought it would be timely to share with you my view of the financial markets now. As the President addressed a Joint Session of Congress Tuesday night, … Continue reading “ERPE Excerpts 2.26.2026 The State of The Market Address”

The Great Handoff The 493 Take The Lead From The 7 Last Friday was an historical day for the American stock market. The excitement was the Dow Jones Industrial Average (the Dow) closing above 50,000 for the first time in its 130 year existence. The party hats came out on CNBC – the stock channel – as … Continue reading “ERPE Excerpts 2.12.2026 The Great Handoff”

“A Spirit of Dialogue” Davos 2026 Since 1971, the World Economic Forum (WEF) has stood at the intersection of geopolitics and cooperation, believing that the only viable path forward is to connect leaders across sectors, regions, ideologies and generations to make sense of global challenges and move the world forward together. According to the Forum’s … Continue reading “ERPE Excerpts 1.29.2026 Davos 2026”

CES 2026: ROBOTICS A new era of robotics was introduced at CES 2026 last week: robots powered by physical AI. Robots and AI tools dominated the CES show floor this year. The spotlight on robots continues to shine as the sector is redefining how we live, work and interact. This year’s CES showcased a remarkable … Continue reading “ERPE Excerpts 1.15.2026 CES 2026: Robots”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES December 11, 2025 2026: Themes & Perspective As we look forward to 2026, it’s worth reflecting back on the remarkable period we’ve just experienced. For the sixth time in seven years, the stock market has delivered double-digit returns, even though it hasn’t always felt smooth (this February, March and April … Continue reading “ERPE Excerpts 12.11.2025 2026 Themes & Perspective”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES November 6, 2025 AI Spending Spree It’s the driving force behind the fourth industrial revolution; Artificial Intelligence. Measured by the unprecedented capital expenditures – past, present and future – committed to AI underscore the megatrend is going strong. There has been an AI spending spree resulting in what has recently become … Continue reading “ERPE Excerpts 11.06.2025 AI Spending Spree”