Is It Time to Buy Tech, Again? A Flurry of Good News From Broadcom May Hold the Answer
Tech valuations have fallen to levels comparable with the broader market, sparking renewed investor interest despite lingering geopolitical risks. Goldman Sachs and Wells Fargo note that AI‑driven growth and defensive characteristics make the sector attractive, even if a deeper Iran‑related shock occurs. UBS projects a 23% year‑over‑year revenue surge for the "tech+" cohort in Q1, underscoring strong earnings momentum. Broadcom’s expanded partnership with Google on TPUs through 2031 further bolsters confidence in the hardware side of AI.
H&R Block Wants to Be More than a Tax Company. It Wants to Be Your Year-Round Financial Advisor
H&R Block’s new CEO Curtis Campbell, a former Dell and AWS executive, is reshaping the 70‑year‑old tax preparer into a year‑round financial platform. Leveraging AI tools like AI Tax Assist for consumers and Sidekick for pros, the firm aims to...
How Millennial and Gen Z Entrepreneurs Are Maximizing 2025 Tax Savings
Millennial and Gen Z entrepreneurs are turning tax planning into a proactive growth tool, using AI-driven loss harvesting and real‑time accounting to cut liabilities before year‑end. They favor S‑corporations or LLCs taxed as S‑corps to lower self‑employment taxes and gain pass‑through...
Did Eli Lilly Just Strike Another Gold Mine?
Eli Lilly announced a $1.5 billion acquisition of a biotech portfolio centered on orexin‑targeting therapeutics. The deal adds late‑stage candidates for insomnia, narcolepsy and metabolic disorders to Lilly’s central‑nervous‑system pipeline. Analysts estimate the combined market for orexin drugs could surpass $10 billion by...
Muhlenkamp Quarterly Market Commentary – April 2026
U.S. and Israeli forces resumed combat against Iran in late February, prompting Tehran to close the Strait of Hormuz and launch missile strikes on Gulf energy infrastructure. The conflict lifted crude oil to about $102 per barrel, boosted the DXY...
Iranians Face More Chaos as New Year Begins and Trump Sharpens Threat
Iranians returned to work after the Nowruz holidays to the sound of fighter jets, as domestic unrest intensifies. President Donald Trump escalated U.S. rhetoric, warning of a possible annihilation of Iran. The heightened military presence follows recent airstrikes on Tehran...
Three Fiscal Landmines Faced by Family Offices
The One Big Beautiful Bill Act (OBBBA) cemented a $15 million estate‑gift exemption but introduced a 35 % cap on itemized deductions and a 0.5 % AGI floor that erodes charitable benefits for high‑income families. A pending California billionaire tax would levy a one‑time 5 % charge on...
Why Financial Planning Is More Important Than Ever
Financial planning has become essential as rising living costs, economic volatility, longer life expectancies, and mounting household debt strain personal finances. Strategic budgeting helps allocate income, build emergency buffers, and diversify investments to weather market swings. Effective debt management and...
JSTC Shifts From Divestment to Collective Action
Adasina’s Social Justice All Cap Global ETF (JSTC) is redefining its role from a passive index fund to an activist collective‑action hub. The fund coordinates a coalition of 173 institutions that control about $1.14 trillion, giving it boardroom access typically reserved...
Fastmarkets to Change Frequency of US Delivered Tin Price
Fastmarkets announced that its US‑delivered tin price will now be published quarterly, shifting from more frequent updates. The change follows a methodology review that identified low spot liquidity and price volatility, and it was supported by market participants. The new...
Illinois' CGFA Analyzes Pritzker's Budget, Sees More Bonding
The Illinois Commission on Government Forecasting and Accountability projects $3.2 billion in bond issuances for FY2027, pushing total outstanding debt to $29.9 billion. Improved credit ratings have lowered true interest costs to about 4.95% for taxable bonds, down from 5.35% earlier in...
Apple Stock Lower on Mixed Foldable iPhone Reports
Apple’s stock slipped 2.8% to $251.70 as mixed reports emerged about its upcoming foldable iPhone. Nikkei Asia cited engineering test setbacks that could delay mass production, while Bloomberg maintained the device remains on track for a later‑this‑year launch. The decline...
What the SpaceX IPO Changes for Every Satellite Operator
SpaceX’s pending IPO will shift the company from Musk‑driven, margin‑light pricing to earnings‑focused economics, forcing it to disclose launch versus Starlink revenues. With roughly 80% of global commercial launch mass and a $74 million list price for dedicated Falcon 9 missions, the...
How Family Talks, and the Right Trust, Can Build 'Estate Tax Magic'
The Wells Fargo Wealth and Investment Management white paper emphasizes that family dialogue and the right trust structures are essential to preserving generational wealth. It outlines a three‑part rubric—pay lower taxes now, transfer assets to reduce future estate taxes, and...
In a Defensive March, These Space Stocks Orbited Outperformance
The Procure Space ETF (UFO) outperformed the broader market in March, delivering over 20% year‑to‑date gains as investors gravitated toward defensive, mission‑critical space assets. Individual constituents such as Satellogic and Firefly Aerospace posted spectacular monthly returns of 81% and 48%,...
Bahl & Gaynor Income ETF BGIG Sees $1.5 Billion in Inflows
The Bahl & Gaynor Income Growth ETF (BGIG) attracted over $1.5 billion in net inflows during the week of March 29‑April 3, pushing its assets under management from about $2.06 billion to more than $3.5 billion. The fund’s high‑quality growth‑oriented dividend strategy, featuring holdings such...
Stock Of The Day Suddenly Sees This Product Surge In Price. That's Not All That's Driving It.
Linde (LIN) is highlighted as the IBD Stock of the Day as its shares approach a $510.65 buy point. A geopolitical shock in Qatar has tightened global helium supply, boosting prices and benefitting Linde, a leading U.S. helium producer. At...
Unseen Momentum Could Be Mounting Behind the Yuan
Harvard economist Kenneth Rogoff warns the Chinese yuan could become a global reserve currency within five years, challenging the U.S. dollar’s entrenched position. The dollar still processes about 58% of international transactions, while the yuan accounts for roughly 2% of...
PowerBank Announces $1.1M in New Funding for New York Community Solar Project
PowerBank secured more than $1.1 million from NYSERDA’s NY‑Sun program for its 7.1 MW Jordan Rd 2 community solar project, a brownfield redevelopment in Skaneateles, New York. The project also qualifies for a $1.58 million Inclusive Community Solar adder, requiring at least 40% of...
Fertilizer Spike Adds up to $35/Acre for US Corn as Iran Crisis Deepens
Rising fertilizer prices triggered by the effective closure of the Strait of Hormuz have created a sharp supply shock for nitrogen, phosphate and sulfur products. Rabobank estimates the urea price surge adds up to $35 per acre to US corn...
From Land Grab to Structured Scale: Kirkland & Ellis Explains How Capital, Power, and Deal Complexity Are Defining the AI...
Kirkland & Ellis partners Melissa Kalka and Kimberly McGrath explain that the AI data‑center boom has moved beyond the initial land‑grab into a phase where power certainty and execution risk dominate dealmaking. Capital remains abundant, but investors now pull money earlier,...
Microsoft In Downtrend Amid War Woes; Is Microsoft A Buy Or Sell Now?
Microsoft’s shares slipped below key moving averages after a Q2 earnings beat but a muted FY26 sales outlook, sending the stock to an 11‑month low. The company posted $4.14 earnings per share on $81.27 billion in revenue, yet its $81.2 billion forecast...
How Serious Will the Jet Fuel Crisis in Europe Become?
Jet fuel prices have jumped 95% since the February attacks on Iran, as the closure of the Strait of Hormuz cut roughly 20% of global seaborne jet‑fuel supply. European airports are already imposing restrictions, and airlines such as SAS have...
Fidelity Flags the Roth IRA Loophole High Earners Need
Fidelity outlines a backdoor Roth IRA conversion that lets high‑income earners bypass the IRS’s contribution limits. For 2025, direct Roth contributions phase out above $150,000 (single) and $236,000 (joint), but the two‑step process—nondeductible traditional IRA contribution followed by a swift...
Are Signs of Life Finally Reappearing in Florida’s Condo Market?
Florida’s condo market is showing early signs of recovery as February 2026 sales jumped nearly 40% year‑over‑year in Naples, while Miami‑Dade and Palm Beach posted gains in the $400,000‑$500,000 price band. Mortgage rates have steadied, giving buyers more confidence and...
Orion, Pontera Deepen Partnership with Eclipse Integration
Orion Advisor Services and Pontera have deepened their partnership by adding a dedicated data feed that brings held‑away retirement account information into Orion Eclipse, the firm’s portfolio construction and trading platform. The integration lets advisors view 401(k), 403(b) and other...
Houston Watching Market to Bring Back High-Yield United Deals
Houston Treasurer Vernon Lewis announced the city will attempt to re‑enter the market with a speculative‑grade United Airlines bond issuance worth roughly $400 million. The deal, originally slated for November, was shelved twice—first due to weak investor interest and later because...
Terminal Logistics: A New Type Of Platform For The IOS Sector
Industrial outdoor storage (IOS) has surged, with rents climbing 123% since 2020 and vacancy rates holding at just 4.9% across 15 major markets—far better than bulk warehouses. Center Capital Partners, through its Terminal Logistics platform, has been acquiring IOS assets...
Property Prices Rose in March, But Iran War Is Stymying Improvement
Commercial property prices rose 0.4% in March, a modest improvement over February’s 0.2% gain, bringing the 12‑month increase to 2.6% but still 15% below the 2022 peak. The rise is constrained by a 10‑year Treasury yield of 4.3%, which climbed...
Spring Homebuying Season Opens on a Split Housing Market
U.S. home prices rose just 0.5% year‑over‑year in February 2026, while monthly prices slipped 0.16% from January, setting a cautious tone for the spring buying season. The Midwest and Northeast posted the strongest gains, with New Jersey, North Dakota and...
Developer Pivots Little Havana Apartment Project Midstream To $300K Condos
Miami developer The Astor Cos. halted its original market‑rate rental plan for the 179‑unit Havana Enclave and relaunched it mid‑construction as affordable condominiums priced between $300,000 and $700,000. The pivot comes as Miami’s multifamily market faces oversupply, with occupancy slipping...
JPMorgan Has a Stark Warning on Tesla Stock
JPMorgan reaffirmed an Underweight rating on Tesla, keeping a $145 price target that implies roughly a 60% downside. The stance follows Tesla’s Q1 2026 results, where deliveries of 358,023 vehicles missed consensus by 4% and energy‑storage deployments fell 15% year‑over‑year....
Homeowners Over 62: You May Be Sitting on Tax-Free Cash
Homeowners aged 62 and older can tap their accumulated home equity through a home equity line of credit (HELOC) or a reverse mortgage, both of which provide tax‑free cash that does not count as ordinary income. These products allow retirees...
How WealthTech Can Shape the Next Generation of Investors
WealthTech platforms have democratized financial access, enabling users to manage money, save, and invest from their smartphones. A World Economic Forum study shows 30% of Gen Z begin investing in university, double the rate of Millennials. Industry leaders such as...
The Iran War Is Disrupting More Than Oil. Here’s What Could Get Expensive Next
The Iran‑Israel conflict is rippling through global commodity markets, pushing aluminum, helium, fertilizer, sulfur and plastics into shortage zones. Since February, aluminum has risen about 12% to $3,411 per metric ton after attacks on Middle‑East smelters, while helium supplies are...
Geopolitics, Inflation, & Crypto Resilience: What Advisors Need to Know
Markets faced heightened volatility as Gulf tensions revived oil price spikes and strained bond markets. The Federal Reserve confronts a mixed inflation picture, with the ISM manufacturing index hitting a four‑year high driven by input‑cost pressures, limiting rate‑cut flexibility. Meanwhile,...
Dave Ramsey Warns That Timing the Housing Market Will Leave Both Buyers and Sellers Unhappy: The Perfect ‘Time’ Is Now
Dave Ramsey warns that waiting for a perfect moment in the housing market will leave buyers and sellers dissatisfied, urging action now as spring inventory rises and median list prices fall for five consecutive months. Mortgage rates sit at 6.46%,...
UK Signals It Will Not Let US Use British Bases to Attack Iran’s Civilian Infrastructure
The United Kingdom has announced it will not permit the United States to use British military bases for strikes against Iran’s civilian infrastructure. The statement follows heightened regional tensions after Iran’s recent attacks on Israel and U.S. considerations of retaliatory...
Finance Stock Joins Two Elite Lists With 20% Gain; Shares Trading In Buy Range
Marex (MRX) has been added to Investor’s Business Daily’s IBD 50 and sector‑leader lists after a 20% gain in 2026, positioning the stock in a buy zone following a cup‑with‑handle breakout. The company posted fourth‑quarter earnings of $1.13 per share, a...
Dow Jones Medical Giant Johnson & Johnson Eyes Latest Buy Point
Johnson & Johnson is approaching a flat‑base buy point of $251.71, with an early trigger at $247.21, as the Dow Jones index attempts to rebound from recent lows. AstraZeneca’s COPD drug posted positive Phase III results, placing its stock about 5%...
Russia’s Scrap Sector Grapples with Export Ban Concerns, Demand Changes
Russia’s scrap metal industry is embroiled in a debate over a proposed export ban, with officials warning it could curb competition and lift domestic prices. At the same time, leading steel producers such as Magnitogorsk and Severstal are sharply reducing...
EIA: Brent Crude to Reach $115/Bbl in Second-Quarter 2026
The U.S. Energy Information Administration projects Brent crude will climb to about $115 per barrel in the second quarter of 2026, up from a March average of $103. The rise reflects a sharp tightening in supply as Gulf producers curtail...
Iran War Upends Spring Housing Market. Here's What Real Estate Agents Are Seeing
The Iran‑Israel conflict has pushed 30‑year mortgage rates from a pre‑war low of 5.99% to around 6.5%, dampening buyer enthusiasm in the spring housing season. Real‑estate agents report that buyers now worry more about the broader economy and financing costs...
Fastmarkets Suspends 10 Steel Pipe Prices, CFR Jebel Ali
Fastmarkets announced the suspension of ten steel pipe price assessments for the CFR Jebel Ali market, covering both seamless and welded OCTG casings and linepipe grades. The suspension follows ongoing disruptions caused by the US‑Israel‑Iran conflict, which has hampered regional deliveries...
Carmel Partners Raises Nearly $1.4B For U.S. Multifamily Fund
California‑based Carmel Partners closed its ninth investment vehicle, raising nearly $1.4 billion for the Carmel Partners Investment Fund 9. The capital, combined with $477 million of committed equity, has already funded nine operating multifamily assets, bringing the firm’s cumulative fund series to over...
How to Invest in SpaceX Before the IPO
The Space Innovators ETF (ticker NASA) gives retail investors private‑market exposure to SpaceX before its anticipated IPO, positioning the fund as a gateway to the dominant player in the space economy. SpaceX now accounts for over half of all launches...
Hisham Ezz Al-Arab: Period of Transition
Egypt’s private sector now drives 78% of GDP and generated 94% of exports in 2023, with private investment hitting a record 65% of total capital. The government aims to boost private investment above 70% by 2030 and will list 20...
Market Valuation, Inflation and Treasury Yields: March 2026
The latest analysis shows the P/E10 ratio has surged to 37.1, well above its historical average of 17.7, while inflation sits at 2.66%—inside the long‑standing “sweet spot” of 1.4%‑3.0%. At the same time, the 10‑year Treasury yield has risen to...
Oil Prices Rise Ahead of Trump's Deadline to Reopen Hormuz
Oil prices surged on April 7 as President Donald Trump set a final deadline for Iran to reopen the Strait of Hormuz, pushing U.S. WTI up 3.9% to $116.83 a barrel and Brent to $110.55. The heightened geopolitical risk dragged the...
LAPSSET Corridor Completion Accelerates as Afri Fund Capital Plans to Secure $6 Billion for the Final Construction of Ethiopia-Lamu Port...
Afri Fund Capital announced a $6 billion cross‑listed debt issuance to fund the final phase of the LAPSSET Corridor, linking Ethiopia to Kenya’s Lamu Port. The bonds will be listed on the Nairobi and London exchanges, with a third listing in...