Vann Equity Management
Perspective from our team on long-term, fiduciary equity investing — the philosophy, the process, and the principles that guide how we manage capital.
Latest
21 articles
Market Watch
The S&P 500 gave back 1.4% last week and its 3-week winning streak ended. The Fed never met and never voted. Long-term borrowing costs hit their highest level since 2007 anyway, and understanding why those two facts fit together explains most of what happened.
Market Watch
The S&P 500 set a record last week and finished its third straight winning week. On the same Friday morning, two government reports said the American consumer is pulling back. Both things are true, and the gap between them is the story.
Market Watch
The S&P 500 capped a strong first half and a flat July with a fresh record in early August, before pulling back over its last two sessions as Iran signaled the Strait of Hormuz stays closed and oil climbed on the same tension. Meanwhile, a single $500 billion AI financing story lifted some stocks and left others behind. Educational market commentary only.
Market Commentary
Two reserve figures for the same state can differ by billions and both can be correct. Here's why municipal bond credit analysis starts where the headline number stops.
Market Watch
SpaceX beat revenue estimates in its first public earnings report and the stock closed down 13.6% anyway, while Palantir held most of its 29% post-earnings gain and Nvidia climbed on the same AI-spending news. Three companies, one AI narrative, three different verdicts from the market.
Market Commentary
A pause in U.S.-Iran strikes lifted markets Monday, but a Chinese chipmaking breakthrough sent equipment stocks lower — and Intel's earnings beat that still cost it 7.9% is a preview of the risk facing this week's flood of mega-cap reports. Educational only, not a recommendation.
Market Commentary
Moonshot AI's Kimi K3 wiped roughly $3 trillion from global semiconductor stocks last week. This week, Tesla, Alphabet, IBM, and Intel report earnings that may help investors judge whether that selloff was overdone — educational only, not a recommendation.
Market Commentary
A softer-than-expected June PPI reading lifted stocks Wednesday, with Big Tech advancing broadly behind a new Apple all-time high. Semiconductor stocks split sharply on the same day — ASML surged on raised guidance while Micron fell. Educational commentary only, not a recommendation.
Market Commentary
June's Consumer Price Index posted its largest monthly decline since April 2020, even as annual inflation stayed elevated. Second-quarter results from Bank of America and Goldman Sachs offer a parallel read on consumer and corporate resilience — educational commentary only, not a recommendation.
Market Commentary
U.S. stocks just closed their best quarter in six years even as the Federal Reserve dropped its rate-cut outlook and signaled possible hikes. How long-term investors can hold both facts at once — educational only, not a recommendation.
Market Commentary
The potential IPOs of SpaceX, OpenAI, and Anthropic may become market-structure signals as much as company stories. What the next wave of AI and space listings could mean for investors — educational only, not a recommendation.
Market Commentary
Oil supply risk, natural gas, surging electricity demand, AI data centers, and renewable growth are pulling global energy in several directions at once. A look at the forces shaping energy markets in 2026 — educational only, not a recommendation.
Market Commentary
Tensions involving Iran and the Strait of Hormuz can ripple through oil, LNG, shipping, inflation, interest rates, and equity volatility. A look at how geopolitical energy risk travels through markets — educational only, not a recommendation.
Blog
SpaceX, OpenAI, and Anthropic sit at the center of AI, infrastructure, and aerospace. Their potential IPOs may become reference points for how markets value innovation at scale. Educational only — not a recommendation.
Blog
The IRS has confirmed the 2026 federal income tax brackets and standard deduction amounts. A breakdown of what's changing and who benefits.
Blog
Before diving into the strategies, it's essential to understand what makes up your credit score — the FICO score, used by 90% of lenders.
Blog
Begin by evaluating your long-term objectives, such as retirement or education funding. Understanding your risk tolerance—whether conservative, moderate, or…
Blog
The stock market is a marketplace where shares of publicly held companies are bought and sold. When you purchase a stock, you're buying a small piece of…
Blog
Imagine choosing between two routes to the same destination: one offers immediate relief, while the other promises benefits down the line. This analogy mirrors…
Blog
Think of the economy as a long road trip, and government policies as the backseat driver who won't stop giving directions. This month, that driver is more…
Blog
Hold onto your wallets, folks! The aftermath of the U.S. Presidential election has everyone buzzing about the potential rise in tariffs and what that means for…
