Category: ERPE Excerpts and Economic Updates

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”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES October 23, 2025 Circular Spending in AI The term “circular spending” can refer to two very different concepts: a potentially misleading and problematic financing technique in the business world, or a macroeconomic model for how money flows through an economy. This term has been brought up a lot lately – … Continue reading “ERPE Excerpts 10.23.2025 Circular Spending in AI”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES October 9, 2025 The Last 25 Years A Quarter Century in the Stock Market: Test Your Knowledge With a Quiz… HERE IS A CORRECTED VERSION OF TODAY’S ERPE EXCERPTS. In this morning’s distribution, the Excerpts did not include the questions to the quiz. Apologies for that oversight and hope you … Continue reading “ERPE Excerpts 10.9.2025 ….. CORRECTION…The Last 25 Years”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES September 25, 2025 Fast Fun Facts On a lighter ERPE Excerpts, here are some fast, fun facts. While typically sharing capital market and global economic developments that I think are timely and relevant, today’s ERPE Excerpts is intended to pass on some stats and facts that you might find interesting… They’re betting … Continue reading “ERPE Excerpts 9.25.2025 … Fast Fun Facts”