Whalen Financial

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The truck is doing 80 down a dark highway. Engine strong, freight paid. But the dashboard is lit up like a Christmas tre...
06/01/2026

The truck is doing 80 down a dark highway. Engine strong, freight paid. But the dashboard is lit up like a Christmas tree, and the driver's response has been to dim it because the glow is distracting.

That's the market right now. Records keep falling, warnings keep blinking, and nobody's foot is anywhere near the brake.

This week, Portfolio Manager Luke Perry walks through the four gauges that actually matter, and why the real risk isn't disaster. It's a market priced for everything to go right.

Read The Monday State of Play 👇
https://ow.ly/3V2q50Z6rm9

$100 oil changes the conversation fast.The market may still look calm on the surface, but sticky inflation, higher energ...
05/27/2026

$100 oil changes the conversation fast.

The market may still look calm on the surface, but sticky inflation, higher energy prices, consumer pressure, and Fed credibility are all starting to collide in a way investors should not ignore.

This week’s State of Play breaks down what actually matters beneath the headline noise:

Oil. Inflation. Credit spreads. AI leadership. Consumer pressure. The Fed’s next move.

The setup is not panic, but it is not clean either.

Read the full breakdown from Whalen Financial Research here:
https://ow.ly/36C250Z4M2r

Everyone can see the AI demand. Almost no one is watching the layer underneath it.The GPU shortage was easy to spot. The...
05/23/2026

Everyone can see the AI demand. Almost no one is watching the layer underneath it.

The GPU shortage was easy to spot. The infrastructure bottleneck was physical. But the next phase of the AI, power, and defense buildout may not be decided by demand at all. It may come down to a quieter question: who actually finances it?

In his latest note, Portfolio Manager Luke Perry breaks down why the capex story may be quietly turning into a credit story, and the signals to watch before the rest of the market catches on.

Read "Who Pays for the Buildout?" → https://ow.ly/QV3t50Z3rAR

Kevin Warsh gets sworn in as Fed chair Friday, and he isn't inheriting a clean setup. Oil is above $100. Yields have cli...
05/18/2026

Kevin Warsh gets sworn in as Fed chair Friday, and he isn't inheriting a clean setup. Oil is above $100. Yields have climbed. Inflation isn't politely fading, and the bond market isn't waiting for a new chair to settle in.

That puts Warsh on a narrow path from day one. Too dovish, and yields keep pushing higher. Too hawkish, and equity multiples reprice faster than earnings can defend. It's a credibility test, and the levers aren't moving easily.

Luke Perry, our Portfolio Manager, breaks down what to watch and why this isn't a panic week, it's a sorting week:

https://ow.ly/qu4r50Z1kKF

05/12/2026

Don't Fall Into The AI Bubble Trap...

Records are getting set.But something underneath the tape is shifting.The market is still moving higher. The list of thi...
05/11/2026

Records are getting set.

But something underneath the tape is shifting.

The market is still moving higher. The list of things that actually work in this setup? That list is getting shorter.

Oil is back in the picture. CPI lands Tuesday. The long end of the curve is asking a hard question. And the AI infrastructure story is suddenly less about who has a chip and more about who can build, power, cool, and connect the thing.

Luke Perry, Portfolio Manager at Whalen Financial, breaks down what changed, what he is watching this week, and where the market is quietly drawing new lines.

Read the full piece on Whalen Financial Research.

https://ow.ly/yr7Y50YXTnY

05/10/2026

Staying Up To Date As A Retiree Is Extremely Important...

05/09/2026

The HARSH Reality About Health Care Costs...

Markets went from chaos to record highs in just 30 days, but the real story is not the headline.In the latest Regime Let...
05/09/2026

Markets went from chaos to record highs in just 30 days, but the real story is not the headline.

In the latest Regime Letter, we look through the noise around war, oil, the Fed, inflation, and earnings to ask the question investors should actually be focused on:

What is temporary, what is structural, and what still has not been priced in?

This is not about sounding alarms. It is about staying invested without getting complacent.

Read the full piece: “War & Oil”

https://ow.ly/b51W50YWNU0

05/07/2026

Tax Diversification Is SO Important Because Of This...

Address

7160 Rafael Rivera Way Ste 220
Las Vegas, NV
89113

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17028783900

Website

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