Published on: February 27, 2026

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Q: Is the U.S. dollar declining in value?
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Q: Berkshire Hathaway’s most recent moves according to the 13-F filing?
Q: Home price appreciation over the last 5 years?  Younger generation locked out?
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Headline Round Up!

Important Financial Headlines
  • This Week’s Important Financial Headlines from the Wall Street Journal, Bloomberg, and Fox Business
  • Trump Tariffs Smacked down by Supreme Court? Not so Fast!
  • Which Companies Want the Money Back?
  • Real Estate Update: San Francisco vs. Chicago: Hot and Not!
  • Dallas Home Price Update!
  • Software Smoked! Will AI Be a Replacement or a Force Multiplier? When Is It Cheap Enough and a Warning on Catching Falling Knives!
Earnings
  • CRM Reports Big Earnings along with $50 Billion in Buybacks—Almost a Third of Market Cap!
  • RNG Ring Central
  • NVDA Beats and Sells off
  • IONQ – Quantum…. Not Yet?
Regional & Energy News
  • San Antonio’s Victory Capital in Bid to Acquire Giant Janus Henderson! Go Texas!
  • All Things Energy! US Electric Generating Capacity to Reach Record High in 2026—Can You Say Natural Gas?
Recurrent Advisors
  • Beware of Industries Overspending

Profit Report

Alex, how is AI improving wealth management and financial services?  Planning? Client Services?  Research?
Dow Jones Industrial Average ETF Trust vs S&P 500 ETF Trust (12/31/2025 – 2/27/2026)

– Courtesy of Bloomberg LP

Dollar Index Spot Quarterly (3/31/1967 – 2/27/2026)

– Courtesy of Bloomberg LP

GDP US Chained Dollars QoQ SAAR (3/31/2021 – 12/31/2025)

– Courtesy of Bloomberg LP

Magnificent 7 Stocks: Total Capital Expenditures vs. Market-Cap Weighted Average EPS (2021 – 2027 Estimates)

– Courtesy of Bloomberg LP

US Personal Consumption Expenditures Chain Type Price Index YoY SA (2/28/2021 – 12/31/2025)

– Courtesy of Bloomberg LP

Invesco QQQ Trust Series 1 vs. State Street Energy Select Sector SPDR ETF (12/31/2025 – 2/27/2026)

– Courtesy of Bloomberg LP

S&P 500 Index – Earnings Analysis by Sector (11/16/2025 – 2/15/2026)

– Courtesy of Bloomberg LP

Generic 1st ‘CL’ Future (12/31/2025 – 2/27/2026)

– Courtesy of Bloomberg LP

Exxon Mobil Corp (12/31/2025 – 2/27/2026)

– Courtesy of Bloomberg LP

Research Round Up!

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*iShares: 2026 Thematic Outlook
*BlackRock: Tech Domination, Falling Cash Yields & Income Opportunities
*Capital Group’s 2026 Outlook

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