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Market Shift: AI Infrastructure and the "Quality" Rotation
Market Shift: AI Infrastructure and the "Quality" Rotation
TL;DR: The Week at a Glance, moving from tech to value
by Ken Hubbard | 2026-02-11
STAY AHEAD OF THE CURVE
STAY AHEAD OF THE CURVE
Markets have a way of humbling
by Ken Hubbard | 2026-02-10
This Week in Investing: Where Do We Go From Here?
This Week in Investing: Where Do We Go From Here?
The Dow touching 50,000 isn’t just a headline—it’s a psychological milestone.
by Ken Hubbard | 2026-02-09
The Market’s Favorite Hobby: Overreacting
The Market’s Favorite Hobby: Overreacting
It's Friday the 6th of February 2026, having fun yet?
by Ken Hubbard | 2026-02-06
Volatility Is the Feature, Not the Bug
Volatility Is the Feature, Not the Bug
If you’re a Republican investor right now, the worst mistake you can make is confusing volatility with danger.
by Ken Hubbard | 2026-02-05
Trump’s India Trade Deal: Tariffs, Power, and a Strategic Re-Write of the Global Map
Trump’s India Trade Deal: Tariffs, Power, and a Strategic Re-Write of the Global Map
Yesterday, President Trump announced a new trade and tariff deal with India—and Wall Street’s first reaction missed the point.
by Ken Hubbard | 2026-02-04
A Few Gems to Watch This Week
A Few Gems to Watch This Week
Early-Stage Startups • Emerging Markets • Niche Plays for Republican Investors
by Ken Hubbard | 2026-02-03
This Week Is Going To Be Interesting
This Week Is Going To Be Interesting
Here we go, this week is going to be interesting with Warsh entering the game
by Ken Hubbard | 2026-02-02
Markets Played It Cool This Week—But Smart Money Wasn’t Sleeping
Markets Played It Cool This Week—But Smart Money Wasn’t Sleeping
What happened this week, what to prepare for next week.
by Ken Hubbard | 2026-01-30
When Markets Look for Confirmation
When Markets Look for Confirmation
Markets can live with uncertainty. What they struggle with is contradiction.
by Christian Morano | 2026-01-29
When Policy, Profits, and Credibility Collide
When Policy, Profits, and Credibility Collide
Markets are entering a moment where assumptions give way to accountability.
by Christian Morano | 2026-01-28
A Chill in the Air — Stay Alert, Not Alarmed
A Chill in the Air — Stay Alert, Not Alarmed
You can feel it this morning. The temperature dropped, markets quieted, and investors suddenly stopped scrolling and started listening.
by Ken Hubbard | 2026-01-27
What Republican Investors Should Be Watching This Week
What Republican Investors Should Be Watching This Week
Markets enter this week walking a familiar tightrope
by Ken Hubbard | 2026-01-26
A Quiet Week That Said More Than It Looked Like
A Quiet Week That Said More Than It Looked Like
This week didn’t arrive with fireworks. It arrived with signals.
by Christian Morano | 2026-01-23
The "Greenland Effect": How to Profit When the Market Loses Its Mind
The "Greenland Effect": How to Profit When the Market Loses Its Mind
If you watched the stock market’s recent gyrations following President Trump
by Ken Hubbard | 2026-01-22
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