Bulwark Capital Management

There’s something about fall that feels different. Maybe it’s the cool weather, the return of football season, or the reminder that life moves through seasons. The good news? This can be one of the most enjoyable stages of life: bit.ly/4iApT71

When everyone owns the same trade, the exit gets crowded. On @KYRRadio: forced selling in AI, what a slower buildout means for earnings, and why a cheaper stock isn’t automatically a bargain. New KYR: youtube.com/watch?v=dMXEss5F…

Do you know your financial risk? On Zach Abraham's “Know Your Risk Podcast,” he takes a closer look! Listen on Spotify: bit.ly/4iQpmQ5 Listen on iTunes: apple.co/3VCxHNy Visit our Podcast page: bit.ly/40ug95d

Yesterday: rally. Today: AI selloff. What happens when you can buy the chips but can’t build—or power—the data centers? On @KYRRadio: the buildout bottleneck, pressure on margins, and why existing capacity could become more valuable. New KYR: youtube.com/watch?v=Sh67q2GZ…

Considering moving in retirement to be closer to your grandchildren? Remember, while you are looking for permanence in your move to be closer to your family in retirement, your kids (may have to move away from you if their employment changes. bit.ly/3W75ZJd

Blue wave. Stocks rally. Oil tumbles. An election can change the outlook—but did it change enough to justify these moves? Today on @KYRRadio: gridlock, AI’s data-center problem, and the danger of trading your politics. New KYR: youtube.com/watch?v=QAZHzU_w…

AI could be everywhere. That still leaves a question: who pays enough to justify the buildout? From Netflix subscriptions to Uber’s pricing playbook, Zach and Chase unpack AI’s paying-customer problem on @KYRRadio. New KYR: youtube.com/watch?v=s_RHOdrm…

Are you worried because the facts changed—or because the price fell? A question worth asking before reacting to a selloff. More on fundamentals, forced selling, and expensive “safe” stocks with @KYRRadio. Watch the full episode on YouTube: youtube.com/watch?v=PFl3Y7iH…

October is Financial Planning Month, a great time to take a step back and look at all of your financial matters as a whole. A comprehensive financial plan can help you identify gaps, prioritize your goals, and make more informed financial decisions: bit.ly/4jWDXdk

The AI trade sells off. Investors hide in familiar retail stocks. But what if the hiding place is overpriced, too? Zach and Chase question what “defensive” really means—and the price of feeling safe—on @KYRRadio. New KYR: youtube.com/watch?v=PFl3Y7iH…