Clearstead's Norton: Oil is the only variable that matters now
Release Date: 03/27/2026
Economist Silvia says 'there's no relief from interest rates'
Money Life with Chuck Jaffe
, chief executive officer at Dynamic Economic Strategy, says he expects the Federal Reserve to keep interest rates steady, leaving mortgage rates stuck at 6%-plus and in an environment with the 10-year Treasury rising slightly. Silvia points out that the central bank is not going to be frantic about 3% inflation and reducing it to the 2% target level, but he says that investors and retirees will suffer from that higher inflation, creating more of a retirement-savings struggle. Courtney Werning, principal at and the 2027 president-elect for the Public Investors Advocate Bar...
info_outline
Hood River's Cannon on avoiding companies 'that are going to get AI'd'
Money Life with Chuck Jaffe
Lance Cannon, portfolio manager at , says in the Market Call that he is looking for transformational small companies that can benefit from changing trends in key industries, which has included artificial-intelligence stocks heavily as his funds produced stellar results in recent years. But Cannon says that looking for those companies means finding businesses that will not wind up on the wrong end of AI developments themselves, where a current flash will turn into a future crash. Allison Hadley, an analyst at Digital Third Coast, discusses research she did for Howdy.com looking at . Following...
info_outline
American Gold's prez sees gold hitting $6,000 within 18 months
Money Life with Chuck Jaffe
Dana Samuelson, founder and president of , says gold investors shouldn't expect the rally in metals to resume at the pace it set last year — when gold was up over 60% — but he does believe that the fundamentals that were in place for that rally will drive gold back up once concerns over war and inflation are a little less prominent. He sees the metal hitting $6,000 in 12 to 18 months, and says he'd be buying in dips now. Thomas Raymond, founding partner at , says he's staying patient while war gets resolved, because backstopping the economy and the markets are a $7 trillion...
info_outline
Fiduciary Trust's Sanchez: Solid fundamentals will win out
Money Life with Chuck Jaffe
Ron Sanchez, chief investment officer at , says in "The Big Interview" that solid fundamentals from both the top down and the bottom up should make it that earnings can drive the stock market higher once there is resolution in Iran, where war has been creating problems that could make for a volatile and bumpy few months. He expects higher inflation to be temporary, but thinks conditions are solid enough for a strong rebound once the market feels confident that there is resolution, noting that bounce-backs tend to be solid and strong after geopolitical conflicts end. That makes for...
info_outline
Veteran technician sees new highs leading to a range-bound, volatile market
Money Life with Chuck Jaffe
D.R. Barton Jr., director of market research for the , says he expects the market to continue its recovery through one more burst higher that lasts into the summer, but after that he is seeing "a bouncy, sideways market" with heightened volatility, swings reaching 20% up or down in a quarter. He is looking for "inflation-hedging names" for whatever happens coming out of the current cease-fire in the war in Iran, noting that he expects inflation to dampen the economy and the market for the remainder of the year. Isaac Wakszol, chief executive officer at , says investors need to guard against...
info_outline
Baird's Diederich: Yields look attractive amid short-term inflation rise
Money Life with Chuck Jaffe
Gabe Diederich, portfolio manager at , says that long-term indicators for inflation haven't moved much, which is good news for bond investors interested in capturing steady income for the long haul. He says in the Big Interview that he expects the Federal Reserve to wait on rate changes — so long as the economy and labor market remains stable — until there is more clarity and certainty in the numbers. Diederich says that fundamentals for bonds across the spectrum look solid, but he says "There's a great story for the tax advantage of municipal bonds," and that investors should look to take...
info_outline
Morningstar's Sekera: Technology is now trading 20% below fair values
Money Life with Chuck Jaffe
Dave Sekera, chief U.S. market strategist at , says that the beating that technology stocks have taken has made the sector ideal for patient investors hunting bargains. He says technology as a sector is now trading at a 20% discount to the firm's composite of fair values, and there have only been two other times since 2010 when tech has been that undervalued. As a result, he's looking at some big-name companies — including a few Magnificent Seven stocks and some beaten-down software names — as buys now. Author discusses his new book, “Good Money: Six Steps to Building a Financial Life...
info_outline
A gambling story for the ages, building wealth for generations, and more!
Money Life with Chuck Jaffe
Journalist Kit Chellel discusses his new book, released today, "," the tale of 1970s gamblers who applied early computer technology to gambling at a time when the smallest computers were still the size of a suitcase. They created "advantage playing," and faced issues with casinos, the mob and more, but also laid the groundwork for a lot of what is happening now and being revisited in prediction markets and more. Heather Hunt-Ruddy, divisional president at , discusses the firm's recent white paper on , and how to accomplish transfers without spoiling the next generations or setting the...
info_outline
Cordoba's Sheikh: The market's 'dislocated areas' are its best opportunities now
Money Life with Chuck Jaffe
Abe Sheikh, chief investment officer at , says that if tensions in Iran cool and oil prices settle down — which the futures market is saying is likely by year's end — says that the current spike in inflation is temporary and the risk of runaway inflation is much lower than it was during Covid times. With that in mind, he thinks current events are more setting up investment opportunities than stopping investors and getting them to panic away from equities and heightened volatility. With consumer sentiment at record lows — but consumer confidence improving ever so slightly — in March, ,...
info_outline
Mariner's Krumpelman: Buckle up to ride the S&P to 7,700 by year's end
Money Life with Chuck Jaffe
Jeff Krumpelman, chief investment strategist at , says that the economy is on solid grounds and that earnings expectations are up, which has prompted him to stand fast on the 7,700 target he put on the Standard & 500 entering the year, and he expects the market to bounce back hard once headlines ease up and investors get more clarity. Krumpelman says he expects the market to broaden out, but he says it will be a "RAD" year, for "risk awareness and diversification," noting that investors will want to get portfolios back to their asset allocation plans and diversify to avoid concentration...
info_outlineJessamyn Norton, senior managing director at Clearstead Trust, says we’re in a “one-variable market,” with the price of oil being the only thing currently moving prices, and with the commodity likely to be the determining factor daily moves until the Straits Times of Hormuz reopens. So long as the concern lifts and other variables come back into play soon, if oil concerns linger and the market stays below its 200-day moving average, she says the Standard & Poors 500 could be in for a big decline if it can’t hold around the 6,000 level.
Kim Flynn, president at XA Investments, a firm that specializes in alternative investments, says recent private-credit bad news events have widened discounts and raised concerns over business-development companies and interval funds, but have likely created a buy-the-dip moment in the industry.
In the Market Call, Michael O’Keefe, chief of staff at CAZ Investments, talks about his long-term thematic approach to stocks and ETFs, including how he is mixing the long-term uptrends in artificial intelligence with the more-recent downturn in software stocks. He also discusses why he currently owns none of the Magnificent Seven stocks.