Posts by Lucas Downey

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Top Technology Stocks for October 2025

Top Technology Stocks for October 2025

The artificial intelligence boom has kicked into overdrive. Companies levered to data center growth and high-performance semiconductors are soaring. Here are the top technology stocks for October 2025. Whenever markets kick into overdrive, the best way to take advantage of it is to follow money flows. Stocks move due to one basic law: supply and… Read more »

Government Shutdowns and Stock Market Performance

Government Shutdowns and Stock Market Performance

In less than a week, the U.S. government could face a funding gap. Should investors worry? Let’s unpack the relationship between government shutdowns and stock market performance. Let’s face it. There’s always something to worry about with markets. Wars, interest rates, inflation and more have pressured investor psyche over the years. Back in April, pundits… Read more »

Equities Thrive Amidst Rising Rates

Equities Thrive Amidst Rising Rates

One of the biggest talking points for investors is rising yields. Pundits say it’s a cause for concern. Just don’t buy into it. Today, we’ll demonstrate that equities thrive amidst rising rates. Equities have had a rough start in September. The S&P 500 kicked off the historically volatile month with a -.69% slide. Much of… Read more »

August 2025 Stock Market Rotation

August 2025 Stock Market Rotation

Money rarely leaves markets. It rotates. We’ve seen a lot of this lately. Let’s visualize the August 2025 stock market rotation. There’s been a big change in equity behavior in August. Growth stocks have come under pressure while defensive areas thrive. Some will ascribe this bobbing and weaving to nervousness heading into Jackson Hole tomorrow…which… Read more »