Newsletter
The Most Expensive Earnings Season Yet By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst, Bouchey Financial Group | August 2026 At this point, I could write the same opening every earnings season. Big Tech spends more than anyone expected, a handful of stocks get crushed for it anyway, and a handful get rewarded for…
From Rockets to Donuts: Making Sense of the 2026 IPO Wave By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst, Bouchey Financial Group | June 2026 For about two years, very few large companies chose to go public. That is changing fast. SpaceX, Elon Musk’s rocket and Starlink company, is about to list at a…
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this market. At the start of April, it felt like everything had a reason to go lower. The S&P 500 was about 10% off its highs, oil was pushing $110 a barrel, and the situation in…
Written by Edward Wilhelm, this month’s Market Insights examines the growing divide between companies building AI infrastructure and those building software on top of it, and what this shift may mean for investors.
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while cooling, remains healthy by historical standards, and consumer spending has proven resilient. Recent GDP data reinforced that underlying strength, even as markets digest choppier short-term signals influenced by reporting delays and policy uncertainty. On the policy front,…
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
September Market Insights: The Deficit Moves Front and Center
Market Insights | September 4, 2026 The Deficit Moves Front and Center What the noise around the national debt means for markets. By Edward Wilhelm, Senior Portfolio Trader | September 2026 You’ve probably seen the headlines about the national debt crossing $40 trillion. The deficit has been a building concern for years, but over the…