Mining the Overvalued S&P 500 for Undervalued Gold Mines (Part 1)

Published on March 9, 2026

One of the most common questions investors ask is simple: “How’s the market?” After more than 50 years in the investment industry, this is a question that comes up constantly. But the truth is, the question itself is somewhat misleading.

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Software’s Big Sell-Off: Structural Risk or Narrative Noise?

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Software stocks have suffered a rude awakening amid fears that artificial intelligence (AI) will upend the industry. While the outlook is highly uncertain, the indiscriminate market response may be conflating structurally exposed software businesses with more durable companies.

Geopolitical Tensions Drive Short‑Term Market Volatility

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