Tough Times for First Time Home Buyers in the K-Shaped Housing Market

The housing market is increasingly reflecting a K-shaped economy, creating a widening divide between affluent buyers and households struggling with affordability. For wealth advisors and RIAs, the trend offers a clear lens into evolving consumer balance sheets, generational wealth disparities, and the growing importance of housing equity in long-term financial planning.

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Gundlach Says It’s ‘Just Not Possible’ for the Fed to Cut Rates

(Bloomberg) - Investors won’t see a rate cut out of the next Federal Reserve policy meeting, according to DoubleLine Capital LP chief executive officer Jeffrey Gundlach.

Wall Street Strategists Warn of Speculative Excess in AI Semiconductor Rally

The AI-driven semiconductor rally is rapidly becoming the defining market narrative of 2026, but growing signs of speculative excess are prompting comparisons to prior periods of market euphoria.

Billionaire investor Bill Ackman Is Suddenly Bullish On OpenAI Partner Microsoft

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Washington Wire

US Debt Could Interfere With Warsh's Attempt To Shrink The Fed's Balance Sheet

Kevin Warsh’s expected arrival as Federal Reserve Chair signals a potentially meaningful shift in the central bank’s philosophy — one that could reshape liquidity conditions, Treasury marke

The S&P Rally Has Created A Favorable Environment For Retail Investors

The S&P 500’s powerful rally has created a highly favorable environment for retail investors, fueling increased market participation and reinforcing confidence in equities.

Washington Wire

Stephan Miran Announced He Will Resign Shortly Before The Swearing-In Of Kevin Warsh

Federal Reserve Governor Stephen Miran announced Thursday that he will resign effective upon, or shortly before, the swearing-in of incoming Federal Reserve Chair Kevin Warsh, marking the l

Apple-OpenAI Alliance Frays, Setting Up Possible Legal Fight

(Bloomberg) - Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected

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The Trust Advisor

Ted Turner's Children Won't Inherit Most Of His Fortune? Know Where CNN Founder's Billions May Go

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Yardeni Stays Calm, Not ‘Freaked Out,’ As Treasury Yields Surge

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Halo Investing’s Aura: The Tool That Finally Makes Structured Notes Portfolio Ready

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Signs Of Strain Beneath The S&P's March To New Highs

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TSMC's Latest Outlook On The Global Semiconductor Market