The Weekly Update 2/27/2026™

News: "BAD"

Facts: "GREAT"

You have likely seen the business news over the last several weeks.  If so, you read garbage like this:

• Capital Markets “closed lower”. “sank” or “are back in the Red”
• S. Gross Domestic Growth (GDP), all the goods and services we produce as a country “came in well below expectations”
• “Tariff Chaos”
• “Psychological Recession”

As you know, I am not a fan of the journalist community in general.  We all had journalist majors in our college courses, and they were usually the dumbest kids in the room.  Hence, the garbage reported above.

The facts, i.e. the truth isn’t negative at all.

• Corporate America, as measured by the S&P 500, is down about 92 points, or -1.31% from its highest level in history.
• Gross Domestic Product rests at the highest ever on Earth, $31.1 trillion, as of 1-31-2026 (source: U.S. Bureau of Labor Statistics)
• Tariffs have had little to no effect on the revenues or earnings of Corporate America, as of 2-20-2026 they are both at all time highs. (source: Yardeni Research 2-20-2026)

I will let you decide on the made-up phrase “Psychological Recession” as you observe a few more independent, source cited facts below.

• Alphabet (GOOGL) now spends more money building A.I. data centers than Britian spends on defense.
• Amazon (AMZN) spends more on research and development than the R&D spending of all companies and the government of France.
• Walmart’s (WMT) annual revenue is larger than Sweden’s economy.
• Microsoft (MSFT) has more cash in the bank than the currency reserves of Australia or Spain.
• Nvidia’s (NVDA) market cap is now larger than the economies of Germany or Japan.

You probably remember Apple Corp was “a goner” since they couldn’t get phone chips manufactured in China.  Yeah, another lie!  Instead, for the last 90 days (Fiscal quarter ending 12-27-2025), they only made an all-time revenue and profit record $143.8 billion and $42.1 billion respectively.

That works out to be profit per minute of $325,000, for every minute, of every hour, for every day, for the last 90 days.

Yeah, this all sounds like death rattle.  NOT!

I did not say market valuations go straight up, and I did not say without volatility, yet the data flow suggests the good old USA has a very bright outlook.  Think “Five Year Money” (Read it Here).

As always, I am interested in your thoughts, comments, and questions.

Respectfully,

James O. Lunney, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional  

*The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.  Investing involves risk. Loss, including loss of principal, may occur. No strategy assures success or protects against loss. All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

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