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DWN Publisher Notes For 9/27/23

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Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

The Taylor Market Report (9/19/23)

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End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.

Publisher Notes For 9/20/23

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Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

The Taylor Market Report (9/12/23)

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September and October (are notoriously "unfriendly" to the equity markets. Just a reminder if you have equity positions. You are part of a very bullish group, and very crowded trade.

Publisher Notes For 9/13/23

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Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

The Taylor Market Report (9/5/23)

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Bad news is good news, right? NO, NO NO. That was pre-summer. Welcome to the post-summer season. A hurricane is brewing for the financial markets.

Publisher Notes For 9/6/23

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Friends, wow, where did summer go? Kids are back in school, and with that, investors are ready to jump back in the game, too. In the meantime, we had another busy week in digital wealth and wealthtech! READ UP!

The Taylor Market Report (8/29/23)

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So what's coming after this summer is over? I fully expect there will be a sharp stock market selloff (yup, sticking to it). When you realize you should get short.....it's too late.

Publisher Notes For 8/29/23

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Friends, ever wonder about the secret sauce that drives chamionship teams?  Check out this week's "Standard Deviations" podcast for the answers and click here to read more of my insights for the week.  Enjoy the unofficial end of summer and READ UP!!

The Taylor Market Report (8/22/23)

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Interest rates are still moving higher (as predicted here), inflation is staying stubbornly high (as predicted here) and cracks are appearing in the economy (as predicted here).