Market Insights

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”

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”

Market Minute ⏱️ 5/11/26: Mideast Talks Founder, But Markets Hold Up Mike Larson | Editor-in-Chief Stocks are hanging in despite a rise in oil tied to foundering Middle East deal talks. Gold and silver are mixed, while Treasuries are lower and the dollar is flat. Iran responded to the US’ memorandum of understanding over the weekend – and President Trump … Continue reading “Market Minute ⏱️: Mideast Talks Founder, But Markets Hold Up”

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”