Market Insights

Midterm Elections 2026: 5 Factors to Consider The mid-term elections are quickly approaching, and markets have begun to price in the potential impacts of the vote. Races in the House of Representatives and the Senate will likely influence fiscal policy, alter the geopolitical landscape, and weigh on a wide array of economic and non-economic issues. … Continue reading “ERPE Excerpts 9.10.26 – Midterm Elections 2026…”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES ERPE Excerpts on a Friday?? Yes. Just back from Italy. Marisa, my oldest daughter, got married last week!! Best excuse I could give for missing the normal Thursday publication. Hope you enjoy my take on the stock market GOATs…. Here’s the Bride and her proud Pop. August 28, 2026 The … Continue reading “ERPE Excerpts 8.28.26 – The GOATs”

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”

John Gardner, CFP®, CPM® is happy to announce his podcast – the Quarterly Market Focus . This quarterly podcast is a recap of the market’s highlights in the quarter just past and insights for the market in the quarter ahead. You can listen to it now on Buzzsprout.  Hope you enjoy the current Quarterly Market Focus. Your Link … Continue reading “The Quarterly Market Focus Podcast…”

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”

John Gardner, CFP®, CPM® is happy to announce a publication as an Expert Contributor for Walnut Creek City Lifestyle Magazine.  Hope you enjoy the June 2026 issue, “Hello Summer” Here’s a link to the article. My checklist when writing any educational or informative article is simple. It must pass my 3 criteria: Is it timely? … Continue reading “June Publication in Walnut Creek City Lifestyle”