Village Private Wealth

07/14/2026

Nvidia's forward P/E, basically how expensive a stock is relative to what it's expected to earn, is 19.2x right now.

At its 2021 peak it was 65x.

Everyone keeps comparing this AI run to the dotcom bubble, but the numbers tell a different story. Wrote a quick take comparing Nvidia's valuation to Cisco's actual bubble year (2000).

Read more here:

Every day I see at least one headline wondering if we're in a bubble. Everyone keeps comparing today to the dotcom bubble back in 2000, which is exactly why I'm confused it's still in question. Whatever you want to call the broader AI trade, one thing is clear: Nvidia itself...

07/08/2026

A lot of investors have gotten comfortable with a simple plan: put everything in the S&P 500 and let it ride. And for good reason, large caps have dominated for most of the last two decades. But the chart below is a good reminder of...

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07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/04/2026

Have a fantastic and safe Independence Day, filled with joy, laughter, and patriotic pride!

06/29/2026

If you have heard people say the AI boom is mostly hype, this chart is worth a long look. It tracks what U.S. businesses spend on computers and data center hardware going back to 1990. For most of that stretch the line drifts along...

06/24/2026

As of yesterday, SpaceX is up 16% since its IPO earlier this month.

Sounds great. But history says slow down.

The average 1-year return of the 10 largest U.S. IPOs since 1999 is -30%. Big pop early, slow grind lower. Every time.

There's also something most people aren't talking about. SpaceX has a roughly 4% public float. That means 96% of shares are still locked up with insiders. When those lock-ups expire, even a small amount hitting the market could be profitable for sellers and painful for everyone else.

Could Musk prove everyone wrong? Absolutely. Tesla was unprofitable at IPO too and didn't turn its first profitable year until 2020. Patient investors were rewarded enormously.

But don't let the early excitement make the decision for you.

06/17/2026

Don't Plan to Die Too Early

Most clients want us to use age 80 or 85 in their retirement plan.

But look at this chart. If you're already 70, your life expectancy is closer to 87. Hit 80 and it climbs to 89.

The older you get, the longer you're likely to live.

This is exactly why the financial plans we build at Village Private Wealth account for a longer life than most people expect. Income that holds up, spending that goes the distance, and a plan that doesn't quit before you do.

The biggest risk in retirement isn't dying too soon. It's running out of money before you run out of life.

06/10/2026

Does It Actually Matter Who Chairs the Fed? We got a question recently that we thought was worth addressing publicly. "Should we be worried about the new Fed chair?" Kevin Warsh officially took over from Jerome Powell on May 22nd. The...

Does It Actually Matter Who Chairs the Fed? We got a question recently that we thought was worth addressing publicly.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/03/2026

The biggest IPO in history is days away. Before you hit "buy," here's what the headlines are leaving out.SpaceX is expected to begin trading on Nasdaq under the ticker SPCX as early as June 12, 2026, just days away. Pricing is...

The biggest IPO in history is days away. Before you hit