Heading into 2026, the setup for investors was, by most measures, encouraging. Global real GDP was expected to grow by roughly 3.0%, corporate earnings were rising and broadening across sectors and…
Every Storm Runs Out of Rain
Tag: Long-Term Investing
The $600 Billion AI Spending Bet
Market volatility rose in the fourth quarter of 2025, driven mainly by global trade tensions and concerns over a potential AI bubble. Volatility has continued into the new year but the…
Lessons from Conversations and Life
Dear Valued Clients, New Year’s resolutions are a common practice for many of us. Whether driven by psychological, cultural, or personal reasons, they are often tied to the symbolic fresh start…
Volatility: Friend or Foe? Redefining Investment Risk
In “Beyond the Hype: The Growth Opportunity in Artificial Intelligence,” Marnoa Private Wealth Counsel discusses how AI factories and gigafactories are accelerating large-scale AI workloads. The…