Tag: Trevor Cummings

David Bahnsen breaks down labor, financial conditions, and profits to assess whether the bull market can endure.

Why private credit fears are exaggerated: understanding defaults, liquidity, and the difference between hype and reality

Explore how the Iran war, tariffs, credit concerns, AI volatility, and sector rotation are shaping markets in early 2026.

The war in Iran is fueling volatility and higher oil, but fundamentals—not emotion—should guide investor decisions

A rational guide to private markets amid media hype. This edition explains liquidity, lending risks, and AI concerns.

Why disinflation isn’t always good news—and how weak growth, housing, and capex shape the real economic outlook.

A clear‑eyed look at the need for real productivity to materialize out of AI—and why faster activity and hype don’t equal growth.

Explore New Fed Chair Kevin Warsh and what matters to investors regarding interest rates and economic impact.

Most investors love what’s working and resist touching it. That instinct is understandable - and often costly. 

We look at investing becoming increasingly conflated with gaming and gambling, and why it is doing more damage than people realize.

I want to suggest that the history of mergers and acquisitions in the media sector is one giant lesson about dividend growth investing.

There is a lot to say about the year that just was, but some truly important observations about the year ahead.