“We Just Don’t Know” by Adam O'Dell | Mar 19, 2026 | What My System Says Today Federal Reserve Chairman Jerome Powell is just as lost as the next guy when it comes to assessing the outlook for the Iran war. You see, it’s unclear what the economic effects of the Strait of Hormuz’s closure will be going forward. We could see a huge spike in energy and fertilizer prices… or nothing […]
A Deep Dive Into the Financial Sector by Adam O'Dell | Feb 17, 2026 | What My System Says Today Kevin Warsh takes the reins as Federal Reserve chairman starting in May – assuming all goes well in his Senate confirmation hearing. Fed policy has had a major outsized impact on stock returns for the past 25 years, but particularly since 2020. It was the Fed’s massive monetary stimulus that inflated the pandemic-era “FOMO” bubble… […]
Six Consumer Staples to Beat the Affordability Crisis by Adam O'Dell | Feb 10, 2026 | What My System Says Today Gritty “old economy” stocks are leading the market while Wall Street fears that Big Tech’s yearslong data center spending spree could end in an epic earnings letdown . Meanwhile, after years of feeling the weight of stubbornly high inflation, consumer staples are suddenly making a resurgence. This year, the State Street Consumer Staples Select Sector SPDR ETF (XLP) is up nearly 13% while the S&P 500 is barely positive.
Value Takes the Reins by Adam O'Dell | Feb 5, 2026 | What My System Says Today It stands to reason that buying something for less than what it’s worth is a good way to make money! That’s the gist of value investing… and it works. Even today, in a FOMO market where the only “risk” most investors seem to appreciate is the risk of missing out on the action.
Value or Growth? I Have a Better Suggestion by Matthew Clark | Feb 4, 2026 | What My System Says Today Historically, periods of growth or value outperformance are cyclical. From 1980 to 1988, value mildly outperformed growth. From 1988 to 2000, it was the other way around. From 2000 to 2007, value obliterated growth stocks. More recently, it has been growth stocks that have carried the day for investors. However, things may be changing…
