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Client Update February 2025: A New Year

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Stock Market Crash: 3 Tech Stocks You Can Buy and Hold for the Next Decade

With the stock market falling more than 10% in two days, we have officially witnessed a stock market crash. Let's look at three tech stocks that fit that bill. Despite semiconductors being exempted (for now) from the tariffs slapped on Taiwan, Nvidia (NASDAQ: NVDA) has not been spared in the recent market sell-off...

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GOOGL

XLC: The Valuation And Technicals Lining Up After The 20% Plunge (Rating Upgrade)

XLC is heavily weighted towards megacaps like GOOG, META, and NFLX, which command 35% of the portfolio, making their fundamentals and technicals crucial. Read more here...

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GOOGL

Trump Stock Market Crash: 3 Surefire Stocks That Are Too Cheap to Pass Up

A tariff-induced tumble for the Dow, S&P 500, and Nasdaq Composite paves the way for opportunistic investors to buy shares of phenomenal businesses at a discount...

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MSFT

Trump Tariffs Rock Treasuries. Why Stock Markets Face More Pain Amid China Standoff and 4 Other Things to Know Today.

Trump Tariffs Rock Treasuries. Why Stock Markets Face More Pain Amid China Standoff and 4 Other Things to Know Today...

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Wall Street Breakfast Podcast: Easter Spending To Hop To $23.6B Despite Uncertainty

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AI Agents Could Transform Enterprise Spending

AI Agent permutations seem open-ended and should have a significant economic impact. Click to read...

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AAPL

iPhone could triple in price to $3,500 if they’re made in the US

US President Donald Trump has boasted “jobs and factories will come roaring back” as he unleashed unprecedented tariffs around the world during his “Liberation Day” address...

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ClearBridge Appreciation Strategy Q1 2025 Commentary

The ClearBridge Appreciation Strategy outperformed the benchmark S&P 500 Index in Q1 2025. Click here to read the full letter...

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ClearBridge Global Growth Strategy Q1 2025 Commentary

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