Blog
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Deflation in a Highly Indebted America: The AI Wildcard, Infrastructure Costs, and the Middle-Class Squeeze
As of late December 2025, the U.S. economy presents a curious picture. Inflation, measured by the November CPI, sits at around 2.7% year-over-year — a marked cooling from the post-pandemic highs, yet still above the Federal Reserve’s long-term target. Policymakers and markets largely celebrate this disinflation as evidence of a “soft landing.” But a deeper…
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Understanding CANSLIM: A Comprehensive Guide to Finding Undervalued Stocks
The stock market offers a wealth of opportunities for investors seeking to grow their wealth, but identifying undervalued stocks with strong growth potential can be a daunting task. One proven investment strategy that has stood the test of time is CANSLIM, a methodology developed by William J. O’Neil, the founder of Investor’s Business Daily. CANSLIM…
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1. Market reaction to the election and early term
When Trump won the 2024 election, U.S. equities surged. Analysts attributed this to a combination of factors: expectations of fiscal stimulus, extended corporate tax cuts, deregulation, and a friendly Fed Morgan Stanley+15Commerce Trust Company+15NBC New York+15. Indeed, benchmarks like the S&P 500 and Nasdaq rallied to record highs, repeating the “Trump‑trade” pattern from his first term . Key…