Monthly Archives: April 2023

The traditional value-oriented sector has seen a shakeup, with 14 S&P 500 stocks reclassified at the sector level, as FinTech's disruption on the Financials sector could result in a higher growth exposure than originally intended.

Microsoft's investment in OpenAI and its plan to incorporate GPT-4 into Office 365 has the potential to add tens of billions of dollars in incremental annual revenue.

Tune out the noise and focus on what you can control, like your time horizon, risk tolerance, and goals. Because I can promise you one thing: there will be several more headlines in 2023 that will cause stock prices to react.

The inflationary impact of higher energy costs can also tip the economy closer to a recession as consumers may cut back on spending when facing pain at the gasoline pump, making the Fed's efforts of tightening monetary policy to fight price increases more difficult.