Latest Investments & Planning Insights
Market Insights
Below, you’ll find the market commentary published by the team at NewEdge Wealth, including our Weekly Edge, published at the end of each trading week, our Yearly Outlooks, and additional insights throughout the year.
Why, Of Course You Can!
Another Roaring 20s for U.S. Consumers “Can’t repeat the past? Why, of course you can!” Through years of lockdowns, re-openings, inflation and policy uncertainty, consumers have done unfathomably well at supporting the U.S. economy in the 2020s. We are now well into...
So Far So Fake
These days I think are so strange No cuts, no trust Name no names “So Far So Fake”, Pierce The Veil Given the title of this piece, using Pierce the Veil’s 2023 banger “So Far So Fake," let’s be clear from the start: we are not calling all of the remarkable...
2026: A Rate Odyssey
Introduction: A Strange Trip for Rates So Far in 2026 "I am completely operational, and all my circuits are functioning perfectly." Year-ahead consensus predictions rarely get things perfectly right, but it’s fair to say that despite looking very promising for the...
What It Is to Burn (Cash)
Like a bad star, I’m falling faster down to her She’s the only one who knows what it is to burn “What It Is to Burn”, Finch In a podcast recording on Thursday, we shared that Google’s 2Q earnings reminded us of that great Deftones song “Change (In the...
Wealth Strategy
A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.
Podcasts, Media Appearances & Webinars
Cameron Dawson Joins The Work Ethic Podcast
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.
Bloomberg Appearance: Brian Nick on Why Stocks Keep Climbing Despite Market Fears and Global Risks
Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.
ONWARD: Episode 16
This is ONWARD, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan.
Bloomberg Appearance: Cameron Dawson on Market Volatility, Oil Prices, and the Risk to U.S. Consumers
Cameron Dawson, Chief Investment Officer, discusses how lofty 2026 earnings forecasts set a high bar for investors.
Bloomberg Appearance: Cameron Dawson On Oil Prices and Stocks
Cameron Dawson explains the latest market selloff, rising defensive stocks, and what it could signal for the U.S. consumer, tariffs, and bond yields.
Cameron Dawson On Rising Oil Prices as Iran Signals No Letup in War
Cameron Dawson, Chief Investment Officer, breaks down the market reaction to the prospect of prolonged war in the Middle East.
CNBC Appearance: Cameron Dawson, CIO on AI Disrupting Jobs and Market Split
Cameron Dawson breaks down consumer behavior among market splits, policy uncertainty and AI driven job disruption.
Stock Recovery and Tariff Uncertainty – Cameron Dawson joins Bloomberg Podcasts
Cameron Dawson, Chief Investment Officer, joins Bloomberg Podcasts to discuss the S&P 500’s “duck market”.
Cameron Dawson Returns to PreMarket Prep
Cameron Dawson, CIO, returns to PreMarket Prep to talk market volatility, AI, job cuts and more.