Bill Stone

Buffett revealed his regret missing Google after GEICO’s success—and how Berkshire’s new Alphabet investment marks a turning point in its tech strategy.

S&P 500 Q3 2025 earnings beat forecasts as AI spending and government shutdown fuel market and economic risks. Discover key trends and investor insights for the quarter.

Discover how the Magnificent 7 stocks and artificial intelligence demand fueled a record S&P 500 earnings surge in Q3 2025, driving market optimism and sector leadership.

Berkshire Hathaway posts record Q3 2025 earnings as Warren Buffett prepares for succession. Discover key results, strategy, and what’s next for investors.

S&P 500 surges as Magnificent 7 tech giants, Fed rate cut, and AI boom fuel record earnings. Get expert insights on market momentum and what’s next.

S&P 500 earnings soar as the Magnificent 7 lead. Credit fraud hits regional banks, while Wall Street giants post record results. Recession odds plunge despite shutdown.

International stocks surge past US in 2025. Discover key trends, currency impact, and smart strategies for US investors.

Will Congress shut down the US government? Discover the real impact on markets, jobs, and your money in this urgent analysis.

A Fed rate cut is coming this week, but the pace of future cuts will be in focus. The implications of Oracle’s earnings on the AI-narrative are analyzed.

Worse-than-expected job growth should prompt a Fed rate cut. The market implications of the jobs report and recession probabilities are analyzed.

NVIDIA’s earnings raised questions about a possible slowdown in AI demand. This in-depth examination of large tech delves into the fundamental case for the stocks.

While not committing to action, Fed Chair Powell signaled a shift in monetary policy. Nvidia’s earnings release on Wednesday evening will be the crucial data of the week.

Berkshire Hathaway’s portfolio added six new stocks, including the three new secret stocks. Warren Buffett was a net seller of stocks for the eleventh straight quarter.

The earnings season enters its second busiest week. After the shockingly weak jobs report, concerns about the economy creep back into focus.

While Berkshire’s quarterly operating earnings were down year-over-year, there were several pleasant surprises. Warren Buffett continued to be a net seller of stocks.

The second-quarter earnings season enters its busiest week. The economic calendar is packed with GDP, tariffs, the Fed, and the monthly jobs reports.

Better-than-expected job growth and passage of tax cuts propelled stocks to all-time highs. President Trump’s July 9 tariff deadline should be the focus this week.

During the rebound from the early April lows, stocks have been highly correlated with economic data. A range of economic indicators is examined to assess recession risk.

Regardless of the outcome of the tariff litigation, tariffs are likely to continue in some form. Falling recession odds and AI spending continue to send stocks higher.

Stock weakness has more to do with changing odds of recession than pressure from higher U.S. Treasury yields. Rising global yields and government debt trends are examined.