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Weekly Edge

At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.

Tremors

by | November 7, 2025 | The Weekly Edge | 0 Comments

As we enter the final few weeks of 2025, investors have ridden a wave of optimism propelled by economic resilience and rising corporate profits. As we wrote last week, however, this bull market is beginning to look brittle. Assets tied to unprofitable entities, many of which have rallied powerfully in recent months, are off their highs and overall market volatility is up.

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The Ministry of Silly Stocks

by | Jul 25, 2025 |

Enter “silly stocks”. The past several weeks have featured meteoric rises in the stock prices of many companies with little to no hope of developing a sustained business model but are, for whatever reason, attractive to investors looking for a laugh or a thrill. To take one example, OpenDoor, a non-profitable online home purchase company, saw its stock increase by as much as 500% before it began to lose some air. More broadly, Goldman Sachs Research has identified a noticeable uptick in speculative investor behavior, eclipsed only by the bubbles that formed in the late 1990s and briefly in 2021.

The Curse of Curves

by | Jul 18, 2025 |

This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest to longest, was once lauded as a reliable recession indicator but is now somewhat derided as a false prophet of doom.

Falling Slowly

by | Jul 11, 2025 |

Hiring is slowing. Home prices are dipping. Real consumer spending is negative. And yet, markets are at all-time highs. Why aren’t investors more concerned, and what could change that?

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.

The Keys to the Castle – Buying a Home

The Keys to the Castle – Buying a Home

Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.

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May 27, 2025

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Articles, Webinars & Media Appearances

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?

Apr 30, 2025 | ,

You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.

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Quarterly Outlook: The Space Between

Quarterly Outlook: The Space Between

Apr 18, 2025 | , ,

Being in the space between should feel somewhat familiar to investors, as we experienced a space between back in 2022. Uncertainty and market volatility was pronounced that year, as investors debated how a rapid rise in Fed interest rates and the associated weakening in sentiment/soft data would weigh on real economic activity. Forecasters slashed estimates for U.S. GDP and S&P 500 EPS growth, broadly expecting a recession to be the end result of that space between, while equities experienced a bear market in anticipation of this weaker growth.

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