Tower Bridge Advisors @TowerBridgeAdv

On Back to the Future Day investors hardly need reminding that predicting tomorrow is tricky business. Corporate earnings are racing ahead but housing remains stuck in neutral & affordability pressures are shaping the debate ahead of the midterm elections. towerbridgeadvisors.com/blog/october-2…

The last few years have witnessed a concentrated stock market rally, this year is no exception. About 30% of S&P 500 stocks have performed better than the index over the past 3 years. That means that about 70% of stocks have underperformed the S&P 500. towerbridgeadvisors.com/blog/october-1…

Rapidly rising Treasury yields are turning the screws on cheap money and over-leveraged debt, making real portfolio diversification the defense before today’s unchecked AI spending boom meets an inevitable profit hangover. towerbridgeadvisors.com/blog/october-7…

Like the rings on a tree cross-section, the economy and markets are reacting to external stimuli and environmental shocks. Corporate earnings and economic growth continue to be solid, although higher interest rates threaten to slow the current expansion. towerbridgeadvisors.com/blog/september…

With safe bonds paying 5%, ordinary companies are struggling to look attractive—leaving only the booming AI giants able to keep up with the math, even as soaring expectations and heavy spending create new risks of their own. towerbridgeadvisors.com/blog/september…

Today is decision day for the Federal Reserve. A small interest rate hike is mostly discounted in expectations, but it may be more of a surprise if we do not get one. Energy prices and global bond yields have been marching higher over the last few weeks. towerbridgeadvisors.com/blog/september…

Back-to-school season finds investors studying a shifting market, a resilient economy, and the next chapter of AI. What does the market’s report card reveal—and why might patience earn the highest marks? towerbridgeadvisors.com/blog/september…

Federal Reserve Chair Kevin Warsh noted that he wants to avoid a “Hall of Mirrors” problem. That is, if markets rely on the Fed's guidance, and the Fed relies on market prices to adjust policies, then the Fed is likely to be blinded to new developments. towerbridgeadvisors.com/blog/september…

Washington’s attempt to artificially hold down interest rates can’t hide a $40 trillion debt, and if market reality eventually pushes rates higher, high-risk and speculative investments will suffer the most painful losses.

Higher mortgage rates and higher input costs are impacting buyers, builders, and the construction materials providers along the supply chain, leaving the housing market in a sideways holding pattern. towerbridgeadvisors.com/blog/august-19…

Stock markets rebounded this week on lower oil prices coming on the heels of a temporary cessation of Middle East tensions. Oil prices dropped about 10% this week, and corporate profits have been coming through stronger than expected. towerbridgeadvisors.com/blog/august-5-…

As overstretched AI valuations fracture against a hawkish Federal Reserve and mounting consumer credit strain, the rotation out of tech into value equities proves that single-sector concentration is risky. towerbridgeadvisors.com/blog/july-29-2…

The stock market is behaving like a duck swimming feverishly underwater, but on the surface seems to be gliding along. We have seen rapid rotation between sectors as investors try to decipher moves in oil prices, inflation, interest rates and earnings. towerbridgeadvisors.com/blog/july-22-2…

While Wall Street celebrates temporary cooling inflation, the multi-trillion-dollar collision of relentless government deficits and historic AI infrastructure spending means interest rates may stay high. towerbridgeadvisors.com/blog/july-15-2…

Like the old steam locomotive going coast to coast for America’s 250thbirthday celebration, old school stocks have been back in favor recently. Meanwhile, nearly two thirds of the S&P 500 Technology stocks were trading in bear market territory this week. towerbridgeadvisors.com/blog/july-8-20…

During the second quarter of 2026, exceptionally strong corporate profits and massive artificial intelligence capital expenditures drove market growth. Still, we see increasing headwinds from a hawkish Federal Reserve interest rate pivot. towerbridgeadvisors.com/blog/july-1-20…

Technology stocks took a tumble yesterday after reaching new highs on excessive optimism for earnings growth. As former Federal Reserve Chairman Alan Greenspan once remarked, “Excessive optimism sows the seeds of its own reversal.” towerbridgeadvisors.com/blog/june-24-2…

As trillions of dollars in market value hinge on a “frothy” AI trade & the unproven profitability of massive IPOs like SpaceX, investors must maintain a disciplined, diversified strategy before the market forces a brutal return to earthy valuations. towerbridgeadvisors.com/blog/june17-20…

Mega-cap initial public offerings (IPOs) are being filed fast and furious. SpaceX is the first to come public this week, while OpenAI and Anthropic are not far behind. The IPO pipeline is now worth about $3.6 trillion. towerbridgeadvisors.com/blog/june-10-2…

While undisciplined investors set their capital on fire chasing the AI hype machine, Berkshire Hathaway’s multi-billion-dollar maneuvers prove that the greatest investment edge right now isn’t a smarter algorithm—it’s basic sanity. towerbridgeadvisors.com/blog/june-3-20…