Field of AI Dreams

Field of AI Dreams

AI’s Impact on Markets, Adoption Trends, Hyperscaler Capex, and the Path to Return on Investment “If you build it, he will come” is a message heard throughout the 1989 baseball classic Field of Dreams. While it has been nearly four decades since its release, the...
Never Going Back Again?

Never Going Back Again?

One of the coolest bits of trivia from the intense and infamous recording of Fleetwood Mac’s 1977 album, Rumors, is how the acoustic guitar track on “Never Going Back Again” was recorded.  In order to maintain the bright and crisp sound of Lindsay Buckingham’s picking...
Make the Best of What’s Around with Bonds

Make the Best of What’s Around with Bonds

Catching up with Bonds “Would you say you’re feeling low?” With all the excitement in the equity market these days – Solid Q2 earnings! Silly stocks! AI mania! – it’s easy for bonds to get lost in the shuffle. The wild interest rate swings in the opening years of this...
One Last Breath

One Last Breath

Please come now, I think I’m falling I’m holding on to all I think is safe “One Last Breath”, Creed After Friday’s disappointing jobs report, the U.S. economy feels a bit like this video of a precariously hanging slice of pizza singing Creed’s 2001 classic...
The Ministry of Silly Stocks

The Ministry of Silly Stocks

It’s Silly Stock Season At NewEdge Wealth, our investing philosophy values productive and profitable assets purchased at reasonable prices. As we’ll show in this piece, sticking to investments with these “high quality” attributes has historically been associated with...
The Curse of Curves

The Curse of Curves

I’ve got the gift of one liners And you’ve got the curse of curves. – “The Curse of Curves”, Cute is What We Aim For Behold the humble yield curve. As of 7-18-25 This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest...