by Suji Adams | Sep 18, 2025 | Q-Commentary
September started with continued upward momentum in the U.S. stock market as we begin to see the second wave of beneficiaries in AI headlined by Oracle’s big earnings surge last week. While it has been a strong year for the U.S. markets, international markets have...
by Suji Adams | Aug 5, 2025 | Q-Commentary
The Song Remains the Same: Big Tech, Fed, and Tariffs If investors were expecting a different story in July, then they would have been disappointed. While we got some clarity on tariffs, much remained unresolved. The market moved higher, again led by tech. And we are...
by Suji Adams | Jul 18, 2025 | Q-Commentary
Major Stock Indexes Markets are responding to a slew of geopolitical events, but many headline issues are not yet impacting the broad economy or companies’ bottom line. President Trump announced broad tariffs on many U.S. trading partners in April which triggered a...
by scott@scalewp.com | Jun 5, 2025 | Investing, Q-Commentary
Debt, Deficits, and Trump’s Budget Market volatility eased in May after a historically choppy April marked by trade war escalations that led to negative market sentiment. However, concerns over the state of the economy remain, including the U.S. fiscal situation...
by scott@scalewp.com | May 1, 2025 | Q-Commentary
Timeless Lessons on Investing and Looking Forward Sometimes you must look past the constant tumult of the day-to-day, slow down and appreciate the opportunity you had to witness greatness. This past week, soon-to-be 95-year-old Warren Buffett announced he will be...
by Suji Adams | Apr 3, 2025 | Q-Commentary
Volatility, Tariffs, and Consumers The famous investor Peter Lynch once wrote that “far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” The topic of stock market corrections, defined as declines...
