Category: ERPE Excerpts and Economic Updates

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”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES September 11, 2025 The Renewal of Nuclear But first, and much more importantly, please let me remind you to, if not already, take a moment to reflect on the tragic day of September 11, 2001. We can now only look back at “9/11” 24 years later with sadness for … Continue reading “ERPE Excerpts 9.11.2025 Nuclear Renewal”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES August 28, 2025 Bitcoin Cryptocurrency as an Asset Class Bitcoin is a type of digital currency, known as a cryptocurrency. It was created in 2009 by an anonymous source using the pseudonym Satoshi Nakamoto. The Bitcoin cryptocurrency operates on a decentralized technology called blockchain, which is a public ledger … Continue reading “ERPE Excerpts 8.28.25 Bitcoin”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES August 14, 2025 The New Retirement Landscape: Strategic Planning for Wealth Preservation and Long-Term Security Retirement today is not just about turning off the work switch at a certain age; it’s an evolving journey that demands strategic planning, especially for high-net-worth families. Shifts in life expectancy, healthcare, tax laws, … Continue reading “ERPE Excerpts 8.14.25 The New Retirement Landscape”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES July 31, 2025 Software and Artificial Intelligence Software stocks in the era of AI development. Software is crucial to Artificial Intelligence (AI) as it provides the framework and tools for developing, implementing, and managing AI systems. AI algorithms are essentially software code, and the underlying infrastructure, data processing, and … Continue reading “ERPE Excerpts 7.31.25 Software and Artificial Intelligence”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES July 17, 2025 Happiness = Wealth Americans Define Their Wealth by Happiness We’ve all heard the saying, “Money can’t buy happiness”. In the words of Benjamin Franklin, “Money has never made man happy, nor will it, there is nothing in its nature to produce happiness.” The saying “money can’t buy happiness” is a … Continue reading “ERPE Excerpts 7.17.25 Happiness = Wealth”