Bluespring Wealth - California

October started off with a bang for investors. The first few days brought a rally which is generally uncommon this time of year. It also brought extensive heat to the Bay Area, also uncommon. September is historically the worst month for stocks, with weakness continuing into early October. This 10th month on the calendar has seen its fair share of Market bottoms, followed by late month strength wh...

There was a summit in Washington this week. It was between Presidents Xi and Trump. You probably heard about it. It was President Xi’s first trip to the U.S. in over a decade. Interestingly, he skipped the annual UN General Assembly in New York earlier in the week. His Vice President attended in his stead. The official reason was that the Chinese President was prioritizing the bilateral meeting wi...

AI has dominated the landscape in these 2020’s. The transformational technology is clearly the next big thing and has been deemed the driver of productivity and growth in the 21st century. The Stock Market has been driven to all-time highs on the back of AI. Earnings growth has exploded. America’s Economy has kept a steady growth rate in large part due to the AI revolution, while other nations’ ec...

I’ve been thinking long and hard about this message today. Here we are now, 25 years later from the day that changed everything. Can you believe it’s been a quarter of a century? We must never forget that 2,977 innocent souls were taken that day. These were moms and dads, sons and daughters, sisters and brothers. 2,753 were in the towers at the World Trade Center. 343 of them were firefighters. Ne...

The unofficial end to Summer is here. Labor Day weekend marks the last trip to the beach, lake or mountains before the year-end rush commences. Nearly 50 Million Americans are expected to hit the road this Labor Day weekend. It’s going to cost us. We are experiencing the highest gas prices ever for a Labor Day weekend. West Texas Intermediate is back above $90. That bleeds into so many things we u...

It’s back to school time. Students all over the country have returned to campus or shortly are headed that way. Despite Labor Day being a week away, Summer’s over for kids. For the record, I still think it's un-American for school to start before Labor Day... The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for ge...

Flying packages are coming to a city near you. Amazon announced it has expanded its drone delivery to over 500 cities and towns across the country by year’s end. Your Amazon orders could start arriving to your backyard by air... The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational...

The S&P 500 hit another fresh new high this week. That is the 27th for the year. We are smack dab in the middle of another historic Tech boom. It’s an AI revolution. It took off at the end of 2022. This is the Digital Age. The advancement has been palpable. The money spent is unprecedented. The hype and expectations are out of this world, literally. Space is the next frontier for Tech. But gra...

As goes Disney, so goes the country. That’s an old adage that still has some merit today. Walt’s 103-year-old company represents so much of America, at its parks, in theaters and throughout society from coast to coast. Disney couldn’t hide from the depths of Covid nor avoid divisive politics. But the company keeps reinventing itself, as it has since the beginning. Starting with animated shorts at...

The Market hates uncertainty. There sure is a lot of it right now. Amongst the greatest sources of uncertainty are found in wars and inflation. Presently, those 2 are intertwined. There’s also great uncertainty about the election in November and what the results will lead to. Perhaps the greatest uncertainty falls in the fate of AI and the impact it will have on our way of life. There’s tremendous...

The Bond Market is back in intimidation mode. The Bond Vigilantes are riding again. They’re pushing hard on the sticky inflation and mountains of debt. It’s never clear when the Bond Market is going to reassert its authority on the financial system. But when it does, it can be impactful. Stocks usually stand back. The Bond Market can be the ultimate smart money. It tends to be the responsible adul...

It’s that time of the year again: Earnings Season. Corporate America turns in quarterly report cards for investors to review and measure company fundamentals. It’s a refreshing time in many ways for investors. It allows us to focus on facts rather than rhetoric and emotion. Like many Earnings Seasons of late, this one comes with the Stock Market near all-time highs. That generally means that expec...

Twelve score and a half score more, our fathers brought forth on this continent, a new nation, conceived in Liberty, and dedicated to the proposition that all men are created equal. Eleven years later, We the People agreed to form a more perfect union. The United States Constitution was created. Right there, a novel concept was born; Admitting imperfection while striving to continue to be better....

Microsoft is building a massive data center in West Texas and Chevron will provide the power. That was announced this week. The deal is set for 20 years. The facility will be on 2,000 acres in the Permian Basin, the heart of America’s Oil & Gas industry. Increasingly, Tech companies are building facilities closer to energy sources as the AI advancement continues... The information and opinions...

Quality meetings require proper preparation and participation. It fuels ideas and honest debate. Everyone contributes. It’s important to create an environment where people feel comfortable speaking their minds and are recognized for honesty and integrity. A little humility helps, too. Respect for different ways of thinking should be encouraged. Strategies also need to adapt and evolve. Conventiona...

The Market never takes a vacation. It’s there to price in events and expectations around the world every week. This was another busy one with plenty of Market-moving events. Here’s another rapid rundown... The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and shoul...

Welcome to Bluespring Wealth - California. The roots of this new firm run deep through the legacies of Bedell Frazier Investment Counselling and Capital Planning Advisors. These were evolutionary firms with storied histories of risk-taking and whatever it takes attitudes which thrived during the RIA renaissance of the 2010s. They successfully navigated the choppiness and uncertainty during Covid a...

Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off is more like it. Nothing has stalled this mighty ascent. Tech Stocks continue to lead the charge higher. The Stock Market hasn’t cared about rising interest rates, high gas prices, nagging inflation nor a war in the Middle East. It just has not cared. It’s also caught so many by surprise...  The information an...

We are nearing the halfway point for 2026. Summer is just around the corner. Graduations are in full swing. Time sure flies. Memorial Day officially kicks off the Summer driving season. Fuel consumption usually spikes this time of year. And we all know the price at the pump is sky high...  The information and opinions presented in this podcast, including the views of guests not affiliated with Blu...

The widely anticipated Beijing summit has come and gone. There was pomp, circumstance, and a whole lot of handshakes. But there was very little in the way of meaningful action. There were no major breakthroughs. There were no confirmed deals. The result is seemingly more stability in the relationship of the 2 superpowers and the status quo for policies. In other words, they kicked the can down the...

Deal or no deal? The ceasefire is on or off? The situation is beyond confusing. The conflict in Iran has been head-spinning, and the price of Oil has reflected the volatile news flow. WTI fell below the $100 level. But it remains elevated in the mid $90s. The December contract is holding pretty firm just below $80. That suggests supplies should improve towards year-end. But that isn’t helping pric...

Unfazed: That pretty much sums up the Market’s response to the ongoing conflict with Iran. The price of crude surged back above $100 this week. The Market barely blinked. It’s been trying to move past the conflict. Politics and geopolitics definitely can influence price action. But more than anything else, it’s earnings that drive stock prices. We are smack dab in the middle of Q1 Earnings Season...

Apple CEO Tim Cook announced he is stepping down. This was both a surprise and no surprise. The more you think about it, it makes perfect sense. Tim Cook has done a masterful job of managing the company for the last 15 years, after taking the reins from Steve Jobs...  The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are fo...

The remarkable run this Spring continued as the Stock Market shook off the concerns surrounding the Middle East and hit fresh, all-time highs. The S&P surged in April as fast as it fell in March. These V-shaped moves have become quite familiar. It happened during Covid. That’s what went down last Spring around the tariff tantrum. That’s precisely what’s happened around the conflict in Iran. It...

Volatility continues. The Stock Market this Spring has behaved like few times in decades. Prices have moved ferociously, in both directions. Oil up, Oil down. The price of Oil has been driving all things Market-related ever since the conflict in Iran began. The damage is palpable. Market participants are trying to assess the impact of the developments in the Middle East and the energy markets. The...