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Asset Prices Rise, Inflation & Tariff Questions Linger
Brian Schreiner Brian Schreiner

Asset Prices Rise, Inflation & Tariff Questions Linger

Prices for stocks, gold and bitcoin moved higher last week as investors anticipate a cut in interest rates by the Federal Reserve next week. Tariff uncertainty and inflation concerns linger ahead of fresh inflation reports this week.

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Markets Focused on Washington as September Begins
Brian Schreiner Brian Schreiner

Markets Focused on Washington as September Begins

Historically, September is the stock market's most challenging month, combining the worst average performance with increased volatility. All eyes are on Washington as the Fed and the Trump Administration clash over economic and fiscal policy.

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Is the Stock Market ‘Unsinkable’?
Brian Schreiner Brian Schreiner

Is the Stock Market ‘Unsinkable’?

Investor confidence in stocks has reached a new level of extreme. There’s a growing belief that the U.S. stock market is ‘unsinkable.’ When I expressed this concern to a fellow investment advisor, his response was stunning…

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Inflation & Tariffs Test The Fed
Brian Schreiner Brian Schreiner

Inflation & Tariffs Test The Fed

Hotter-than-expected inflation reports are testing the Federal Reserve. We explain why a strong economy and a surge in producer prices make a September rate cut a dangerous move, especially with tariff impacts still to come. Find out why we believe the Fed will hold steady, plus the latest on crypto adoption by major banks.

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The Case for Ethereum
Brian Schreiner Brian Schreiner

The Case for Ethereum

A quiet revolution is underway on Wall Street, and its engine is Ethereum. While the world speculates on the future of cryptocurrency, major financial institutions are already building the next generation of finance directly on Ethereum's rails. This is not a distant dream; it's happening now, with Wall Street leveraging Ethereum for stablecoins, tokenized stocks, and global payments.

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A Spicy Week on Wall Street
Brian Schreiner Brian Schreiner

A Spicy Week on Wall Street

Job growth slowed in July and numbers for May and June were revised “stunningly” lower. Trump fired the head of the Bureau of Labor Statistics (BLS) and hiked tariffs. Earnings reports were mixed, inflation accelerated and there was high drama at the Federal Reserve.

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What are Stablecoins and Who Cares?
Brian Schreiner Brian Schreiner

What are Stablecoins and Who Cares?

Stablecoins are important for several reasons. Most importantly, they act as a bridge between the traditional financial system and the growing digital monetary network.

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The Case for Uranium
Brian Schreiner Brian Schreiner

The Case for Uranium

We believe the bull market for uranium is still in its early innings, driven by a fundamental and persistent supply and demand imbalance.

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The Case for Bitcoin
Brian Schreiner Brian Schreiner

The Case for Bitcoin

Bitcoin holds the promise of revolutionizing money at a time when the cracks in the foundation of our monetary framework are expanding…

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The Economy is Weaker than is Generally Understood
Brian Schreiner Brian Schreiner

The Economy is Weaker than is Generally Understood

Wall Street consensus has downgraded the probability of a U.S. recession this year and betting markets have reflected this. The odds of a recession in 2025 on Polymarket have declined from around 66% on April 6 to 33% today. Dr. Hunt has a contrarian view and believes that there is more than a 50% chance of recession…


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7 Reasons Passive Investing is Dead
Brian Schreiner Brian Schreiner

7 Reasons Passive Investing is Dead

The current investment environment, with its elevated levels of volatility and uncertainty, is motivating investors to think about whether or not their investment strategy is right for the market conditions.

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Is Risk in the Private Credit Market Increasing?
Brian Schreiner Brian Schreiner

Is Risk in the Private Credit Market Increasing?

We still believe that the most likely outcome for private credit is that it will survive and possibly even thrive, but we believe the tail risks are increasing, so we are choosing to step aside.

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V-Shaped Stock Recovery?
Brian Schreiner Brian Schreiner

V-Shaped Stock Recovery?

The V-shaped recovery that has followed the sell-off in early April suggests the stock market is not pricing-in the higher likelihood of economic recession and investors are betting that the ever present monetary or fiscal stimulus backstop will be there.

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Relationships & Research
Brian Schreiner Brian Schreiner

Relationships & Research

Two weeks ago, I had a memorable call with client named Richard, a technology engineer from New Jersey who designs thermal cooling systems for telecom equipment…

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China: The Fake Superpower
Brian Schreiner Brian Schreiner

China: The Fake Superpower

Behind the façade, which has fooled many economists, journalists and politicians, China’s economy is driven by a fragile communist system full of contradictions and untold suffering.

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