Stock Market Volatility: What’s Driving the Markets This Fall?

What’s behind the recent stock market volatility? In this Protect Your Assets Market Briefing, David Hollander looks at the forces moving markets as investors head into the final months of the year.

David discusses rising Treasury yields, oil prices, inflation, the Fed, and the historical seasonality of September and October. He also explains why retirees and those nearing retirement may want to pay closer attention to their portfolio positioning when uncertainty begins to build.

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Asset Tokenization: Could It Transform Financial Markets?

What is asset tokenization, and why are some of the biggest names in finance exploring it? In this Protect Your Assets Market Briefing, David Hollander, The Sandman, explains how tokenization uses blockchain technology to represent assets such as stocks, bonds, ETFs, commodities, and real estate. David breaks down how asset tokenization could change the way investments trade and settle, why the financial industry is paying attention.

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NVIDIA Earnings, AI Demand & Interest Rate Expectations

NVIDIA earnings take center stage in this Protect Your Assets Market Briefing. David Hollander, The Sandman, reviews the company’s latest quarterly results, its role in the broader AI market, and recent trends in AI infrastructure spending.

David also covers Treasury yields, changing interest rate expectations following Jackson Hole, recent moves in oil and gold, and the upcoming August employment report and September Fed meeting.

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Treasury Yields Rise as Stocks Pull Back

Treasury yields moved higher as major stock indexes declined, while oil and Bitcoin posted gains. In this market briefing, David Hollander reviews the week’s market activity and discusses the factors surrounding higher long-term Treasury yields, including inflation, the federal deficit, and U.S. debt. David also looks ahead to NVIDIA’s upcoming earnings report and discusses its relevance to the technology sector and AI-related market activity. 

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Stock Market All-Time Highs: What’s Driving the Rally?

U.S. stocks posted their strongest week since April, with the S&P 500 reaching another all-time high. David Hollander breaks down the latest market performance, including earnings, interest rate expectations, AI demand, and shifting performance across sectors. He also reviews the historical context around stock market all-time highs and the key economic reports on the calendar.

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Why AI Stocks Are Falling: 5 Concerns Driving the Tech Sell-Off

Why are AI and technology stocks under pressure despite strong earnings? David Hollander explains the biggest forces affecting today’s markets, from rising AI infrastructure spending and inflation concerns to higher oil prices, interest rates, and renewed geopolitical tensions. He also discusses what investors should watch as the Federal Reserve meets and major companies like Microsoft, Apple, Meta, and Amazon report earnings.

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AI Stocks, Bitcoin & the Markets: What Investors Are Watching This Week

AI continues to shape the markets, but are investors beginning to ask tougher questions about future growth? 

In this week’s market briefing, David Hollander discusses what’s driving the latest market performance, including the strength of AI stocks, the SK Hynix IPO, interest rates, inflation, and the start of earnings season. He also shares what investors are watching as major banks and technology companies begin reporting quarterly results. 

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Market Rotation: Is Leadership Shifting Away from Tech Stocks?

Market rotation is taking center stage as technology stocks pull back and investors look beyond the Magnificent Seven. In this market briefing, David Hollander explains what’s driving the recent shift in market leadership, how lower oil prices and Treasury yields are influencing investor sentiment, and why small-cap and international stocks have started to outperform.

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SpaceX IPO and World Cup Investing: What to Know

What do the SpaceX IPO and the 2026 FIFA World Cup have in common? Both could have major implications for investors.

In this market briefing, David Hollander discusses the excitement surrounding the SpaceX IPO, what history says about investing in newly public companies, and how the World Cup could create opportunities across industries like travel, hospitality, restaurants, media, and entertainment. He also shares his outlook on the broader market, inflation, and the Federal Reserve.

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