The September setup: The Investment Committee's strategy

The Investment Committee explain how they are setting up their portfolios as we head into September.

Berkshire CEO Greg Abel: Alphabet a 'significant player' in AI after growing stake in Q2
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Berkshire CEO Greg Abel: Alphabet a 'significant player' in AI after growing stake in Q2

W*T*H: What the Hormuz Is Going On?
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W*T*H: What the Hormuz Is Going On?

Tom Lee: September is set up to be a strong month for stocks
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Tom Lee: September is set up to be a strong month for stocks

This Hasn't Happened in 25 Years (Your Investments ARE NOT Ready For What's Coming)
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This Hasn't Happened in 25 Years (Your Investments ARE NOT Ready For What's Coming)

Top White House Advisor: The US Empire Is Declining And Socialism Is Coming Next! | David Friedberg
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Top White House Advisor: The US Empire Is Declining And Socialism Is Coming Next! | David Friedberg

New York Fed President John Williams: Higher bond yields come with a strong economy
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New York Fed President John Williams: Higher bond yields come with a strong economy

Yields Slammed Down Off Resistance As Oil Drops, Market Rally On Tap, Gold Likely To Bounce
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Yields Slammed Down Off Resistance As Oil Drops, Market Rally On Tap, Gold Likely To Bounce

Bond Market Meltdown: Investors See No End To The Iran War
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Bond Market Meltdown: Investors See No End To The Iran War

Record Concentration. Record Stock Ownership | Why Liz Ann Sonders is Watching the Bond Market
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Record Concentration. Record Stock Ownership | Why Liz Ann Sonders is Watching the Bond Market

Is September Still the Month Bulls Should Fear?
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Is September Still the Month Bulls Should Fear?

Hayes: "950 Billion Reasons" to Buy Bonds, PFE & XRAY Buy Opportunities
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Hayes: "950 Billion Reasons" to Buy Bonds, PFE & XRAY Buy Opportunities

10-Year Yield Pressures Stocks, DELL & PANW Earnings Show AI Acceleration
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10-Year Yield Pressures Stocks, DELL & PANW Earnings Show AI Acceleration

US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026
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US-Iran Clashes Hit Stocks as Oil Rises | Bloomberg Brief 09/02/2026

How the AI Boom Could Reindustrialize America
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How the AI Boom Could Reindustrialize America

BOND Market BACKFIRE After INSANE Trump Maneuvers
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BOND Market BACKFIRE After INSANE Trump Maneuvers

CNBC & Fox Today On NVIDIA Stock, Micron Stock, Anthropic, Memory Stocks - NVDA Update
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CNBC & Fox Today On NVIDIA Stock, Micron Stock, Anthropic, Memory Stocks - NVDA Update

Stocks Could Pull Back in September — Here’s What Joe Tigay is Buying
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Stocks Could Pull Back in September — Here’s What Joe Tigay is Buying

‘Calm Before The Storm’: Violent Break Ahead, Here's What Moves First | Chris Vermeulen
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‘Calm Before The Storm’: Violent Break Ahead, Here's What Moves First | Chris Vermeulen

The markets could rally 'very strongly' if the Fed holds rates in September: Fundstrat's Tom Lee
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The markets could rally 'very strongly' if the Fed holds rates in September: Fundstrat's Tom Lee

Brookfield's Bruce Flatt discusses NVIDIA strategic partnership on CNBC
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Brookfield's Bruce Flatt discusses NVIDIA strategic partnership on CNBC

Why This Bitcoin Dip Is Actually Bullish | Mike Alfred
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Why This Bitcoin Dip Is Actually Bullish | Mike Alfred

Bessent drops BOMBSHELL: ‘I WILL SAY IT ON WORLDWIDE TV’
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Bessent drops BOMBSHELL: ‘I WILL SAY IT ON WORLDWIDE TV’

Why Isn't This Market Falling? Mark Newton Explains
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Why Isn't This Market Falling? Mark Newton Explains

Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop
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Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop

If You Don't Understand Bonds, You Don't Understand Money
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If You Don't Understand Bonds, You Don't Understand Money

Iran, oil and rates created a punishing market chain, says Jim Cramer
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Iran, oil and rates created a punishing market chain, says Jim Cramer

TOP ARMY OFFICIAL RESIGNS With DIRE WARNING On Hegseth
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TOP ARMY OFFICIAL RESIGNS With DIRE WARNING On Hegseth

Why Bessent Tried To Rescue The Bond Market (And Failed)
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Why Bessent Tried To Rescue The Bond Market (And Failed)