Bitcoin has been dominating the news in recent weeks and with good reason: it's been up more than 60% in the first few months of 2024. But we can't help but notice other trends that are driving huge returns in the conventional stock market -- Artificial Intelligence (AI), Cybersecurity, and Digital Transformation.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover three of the stocks that we follow closely that have posted returns in excess of Bitcoin since January 1. You'll have to watch the whole video to hear about these "super winners".

Noland also discusses his view, informed by the experience of his 25 years in the investment business -- a few of these "super winners" can not just improve your returns, but they can also change your standard of living! We close the video talking about some specific personal finance moves that you can make in order to take full advantage of the bull market that is underway here in 2024!

Topic 1: Bitcoin "Mooning", but AI is the "Real Deal" Growth Engine

Topic 2: Ways to Take Advantage of the Bull Market Left Brain

September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green shoots we do see in the markets, including the reemergence of oil, the beginning of M&A in the tech world, and the fact that we are starting to see IPOs coming back to market.

We preview the upcoming 3rd quarter earnings season and the general topics that we will be watching when companies beginning the earnings reporting process here in a couple weeks.

We close out with a short look at the lighter side of the news this week. Since Brian is a die-hard Chiefs fan, we would be remiss if we didn't discuss the most important news in the world this week: the budding romance between All-Pro Tight End Travis Kelce and international superstar, Taylor Swift.

We welcome any Swifties that surf through to our video to learn a bit about investing!

Topic 1: What the **** is Going On Lately?

Topic 2: Our Expectations for Q4

If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan!

Markets were positively buoyant in the first 7 months of the year, with the S&P 500 gaining roughly 17% on the way to August 1. But in the last couple weeks we have seen a slight correction across the market.

With that in mind, along with the inflation data, as well as the rising interest rate environment, we are starting to hear concerns from investors that perhaps the bull market could be over before it started.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, give our answer to the question: "is the bull market intact?" Spoiler alert: we answer in the affirmative and realize that corrections of 5-10% are normal in the context of any bull market. A few shaky days in the markets are not enough to shake our conviction in the positive direction we have seen in a few key areas in the market.

Noland covers his 3 favorite segments of the market: (1) Digital Transformation, (2) Artificial Intelligence, and (3) Digital Advertising.

Finally, Noland covers some thoughts he has for investors wondering how to deal with rising interest rates, especially as regards decisions in real estate.

Topic 1: The State of Our Bull Market Call

Topic 2: How Investors Should Respond to Rising Interest Rates

With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Tax day was just 3 months ago, but we think now is the time to start thinking about how to be tax-efficient for next year!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our three favorite tax strategies for investors, along with a fourth bonus strategy that is one of Noland's favorites!

Before we get to taxes, we cover the improving market conditions and our outlook for the 2nd half of 2023 and where we see opportunities continuing to develop. To be clear, we are optimistic that we are in the early stages of a bull market.

With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Outlook for the 2nd Half of 2023

Topic 2: The Top 3 Tax Strategies for Investors

We've been as out front as anyone stating our view that we are in the early days of a bull market.

This week we cover one of the biggest turnaround sectors of 2023 -- travel. Whether it be airlines, cruise lines, hotels, or anything tangentially related to travel, it seems to be working. Strength in a consumer sector like travel has us asking: "What Recession?"

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, name a couple of our favorite travel stocks. But before that, we step back for a more general topic -- why we select individual stocks rather than passively investing in index funds. We run through a few facts and figures about the 8th wonder of the world -- compounding.

If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Why We Pick Individual Stocks

Topic 2: Travel Stocks -- What Recession?

To check out our new website, head over to https://leftbrainwm.com/

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Understandably, many investors have been parking funds in bank accounts, CDs, and value stocks since the market topped out in 2021. When markets are struggling, short-term thinking like that is defensible.

However, when markets start to turn and begin their next bull run, like we think they have in 2023, it's time to shift back to the way we should normally approach investing -- with a long-term mindset.

In today's newsletter, we cover what's working and what's not working in the new market environment, along with some actionable steps we think investors should consider taking to get their portfolios back on track for the recovery.

It's certainly been a tough road the last 18 months, but finally we see the clouds beginning to part in markets.

We have seen great strength in the growth areas of the market, sure, but things are beginning to widen out and we are ready to make that the call that we are finally back into bull market territory!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, answer affirmatively that we are looking at the very beginning stages of a bull market.

Of course this creates a dilemma for those investors who have been sitting on the sidelines in cash, CDs, and in other "low risk" instruments. We provide some thoughts for those investors wondering whether or not it is too late to get involved in the market rally. (Spoiler alert: we think it is not!)

If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: It's Looking Like a Bull Market

Topic 2: What to Do if You are Still Sitting on the Sidelines

To check out our new website, head over to https://leftbrainwm.com/ We would appreciate your feedback!

Boy, are we glad to put the debt ceiling fiasco behind us!

Markets have started to gain steam, both from the resolution of the debt ceiling, but even more because of the continued emergence of AI as an investment theme.

In this week's Jarvis® Update, we cover the new market dynamic we seem to be seeing, especially in the world's largest growth stocks.

From there, CEO Noland Langford and Director of Research, Brian Dress, discuss the massive divergence we are seeing in performance between the world's 10 biggest companies and everything else. The S&P 500, a market-weighted index, is up more than 10% Year-to-Date, while the RSP, the equal-weighted S&P index, is up just a fraction of a percent. We give you our thoughts on whether this dynamic will continue.

We are starting to become more bullish on both the stock and bond markets and we are as optimistic as we have been in some time. If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Market Divergence is Getting Extreme

Topic 2: Artificial Intelligence Dominates the Conversation

To check out our new website, head over to https://leftbrainwm.com/ We would appreciate your feedback!

From May 26, 2023

The biggest story in markets this week was the explosive earnings report coming out of Nvidia (NVDA). The company generated $7 billion in revenue in the last quarter as the demand for the company’s GPU chips exploded along with the emergence of AI in mainstream society. That was exciting enough until the company announced that it expects $11 billion in revenue next quarter! The AI opportunity not only drove the stock price of Nvidia, but also many other semiconductor companies.

In this week’s letter, we also cover the fact that the recent market rally has been quite narrow in scope, with the 10 largest stocks in the market doing quite well and the average stock in the index actually down for the year. We discuss whether we think this may continue and where we think this distortion may be creating opportunities in other segments of the market.

Markets are starting to heat up as earnings season slowly winds down.

In this week's Jarvis® Update, we answer the question that is on many investors' minds as things start to firm up in the financial markets: Is it time to shift from defense to offense?

CEO Noland Langford and Director of Research, Brian Dress, answer that question in the affirmative, as they cover the market events of the past week.

We are fully aware of the negative news flow out there, including issues with regional banks and a constant drumbeat calling for an imminent recession. As Brian notes in today's video, everything points to a recession except the data!

We cover the latest earnings, as well as the opportunity we think is created by the enormous divergence between megacap tech stocks and everything else in the market!

If you are looking for looking for a strategy to position yourself in the market recovery that appears to be taking shape, don't hesitate to reach out and we can set up a time to talk in more detail!

Topic 1: The Market Climbs a Wall of Worry

Topic 2: Let's Talk About Some Good News