Jonathan Dane

2026 Q2 Market Recap (Mid-year Review) & Q3 Outlook

Stocks staged a powerful recovery in Q2. The S&P 500 gained 15% and closed

By Jonathan Dane

The Mag 7 has been the single largest driver of the stock market’s performance three straight

By Jonathan Dane

The most consequential decisions a founder will face, equity gif

By Jonathan Dane

We are halfway through 2026, and the planning priorities that have defined our c

By Jonathan Dane

May’s 5.3% S&P 500 gain masked a deeply uneven market: technology surged 16% on AI spen

By Jonathan Dane

The most attractive conversion opportunities appear when income temporarily drops. Early retir

By Jonathan Dane

The complication is that the ceasefires stopped the escalation without resolving the underlying disr

By Jonathan Dane

A geopolitical shock in the Middle East sent oil prices surging more than +70% in Q1, erasing all expected Fed rate c

By Jonathan Dane

The past three weeks have been unsettling, and not just for markets, but for anyone paying attention

By Jonathan Dane