Rising Oil Prices and the Economy: What’s Driving Markets Right Now

In this market briefing, David Hollander breaks down rising oil prices and the economy and how recent moves in energy markets are influencing stocks, inflation expectations, and investor sentiment. Major indexes declined this week as oil approached $100 per barrel, raising questions about economic momentum.

David also explores why today’s environment may differ from past energy shocks, including shifts in consumer spending and domestic energy production.

In addition, he covers the latest Federal Reserve outlook, along with a monthly update on Bitcoin and digital assets.

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AI Stocks, NVIDIA Earnings & the Bond Market

AI stocks continue to drive market volatility as NVIDIA earnings spark debate over growth, valuations, and capital spending. Meanwhile, the bond market and yield curve are sending important signals with the 10-year Treasury yield near 4%.

In this market briefing, David Hollander breaks down what’s happening beneath the surface of the S&P 500, why AI sentiment is split between optimism and skepticism, and what the bond market may be predicting about the economy and interest rates.

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Stock Market Analysis: Dow, S&P, Rates & Volatility Explained

Is the recent pullback a warning sign — or just normal market volatility? In this stock market analysis, David Hollander breaks down the latest moves in the Dow, S&P 500, and Nasdaq, along with strength in international markets, the 10-year Treasury, inflation data, and labor market trends. He also discusses what Federal Reserve policy and sector rotation could mean for investors.

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Early 2026 Market Update: Geopolitics, Jobs Data, and Interest Rate Signals

This Protect Your Assets Market Briefing provides an early 2026 market update, examining how markets responded during the first full week of the year. The discussion covers geopolitical developments, energy supply considerations, U.S. labor market data, inflation expectations, and interest rate policy signals. It also reviews recent performance across major equity indexes, bonds, and oil prices, while outlining how earnings growth, Federal Reserve policy, and global diversification considerations are being evaluated in the current environment.

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2026 Market Outlook: Are Stocks in a Bubble After the 2023–2025 Rally?

As 2026 begins, this market briefing examines whether the powerful 2023–2025 stock market rally is approaching bubble territory. David Hollander reviews how recent gains compare to the strongest three-year runs of the past century, what forward returns have historically looked like after similar periods, and why caution matters moving forward.

The episode also breaks down the four key pillars supporting today’s market and explains the warning signs investors should be watching as the year unfolds.

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AI Enthusiasm, Fed Policy, and the 10-Year Treasury

In this week’s Protect Your Assets market briefing, David Hollander breaks down the key forces shaping today’s market outlook, including ongoing AI enthusiasm, recent inflation data, Federal Reserve policy signals, and movements in the 10-year Treasury yield.

The discussion explores whether concerns around AI investment and cash flow point to a slowing trend or a healthy reset, why a pause in Fed rate cuts hasn’t unsettled markets, and how interest rates and economic growth continue to influence stock market conditions as year-end approaches.

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Holiday Market Rally: What Thanksgiving Week Reveals About 2025

Markets kicked off the season with a strong holiday market rally, as Thanksgiving week brought renewed momentum across stocks and encouraging signs from consumers. In this market briefing, David Hollander breaks down what’s driving the upbeat sentiment, why holiday spending data is shaping expectations, and how AI continues to influence market leadership and portfolio concentration risks.

David also discusses opportunities in the bond market, the broader outlook for 2026 earnings, and the historical trend that suggests market highs don’t necessarily mean limited upside.

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Stock Market Rotation 2025: AI Pullback & Government Shutdown Impact

Stay informed on the latest stock market rotation trends as David Hollander breaks down how the market reacted after the U.S. government shutdown. He reviews weekly performance across the Dow, S&P 500, Nasdaq, international markets, and the 10-year Treasury—plus what rising ACA healthcare costs and renewed government activity may mean for consumers heading into 2025.

David also discusses the recent cooling in technology and AI stocks, the impact of rising corporate debt, and why some investors may be taking profits before year-end.

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