Many investors are comparing today’s artificial intelligence boom to the late-1990s dot-com bubble. In this update, Bob Graham of Riggs Asset Management explains why the comparison may be misleading, how the Y2K technology cycle drove the original tech bubble, and why the current AI investment cycle could continue driving economic growth for years.

Markets continue to move in a “two steps forward, one step back” pattern, but overall conditions remain positive. In this update, Bob Graham of Riggs Asset Management reviews earnings season, sector leadership, the ongoing buildout of artificial intelligence infrastructure, and why the historically strong November-to-May period could support further market gains.

As the quarter comes to a close, markets have delivered strong performance and key long-term investment trends remain firmly in place. In this update, Bob Graham of Riggs Asset Management discusses the outlook for stocks and bonds, the continued buildout of artificial intelligence infrastructure, growing energy demand, and why these themes may continue driving markets into 2026.

After several weeks of volatility, markets and the economy appear to be returning to a more stable environment. In this update, Bob Graham of Riggs Asset Management reviews economic growth expectations, interest rate trends, the VIX volatility index, and why the market may continue moving forward in a steady “two steps forward, one step back” pattern.

Markets have recently entered a corrective phase, with the S&P 500 down modestly while the largest technology companies have pulled back more significantly. In this discussion, Bob Graham and Liz from Riggs Asset Management review the current market correction, investor sentiment levels, global market strength, and why periods of extreme pessimism can sometimes signal potential opportunities for long-term investors.

Recent weeks have brought extreme volatility to both the stock and bond markets. In this update, Bob Graham of Riggs Asset Management discusses how bond market instability likely influenced the administration’s tariff pause, why markets recently staged one of the strongest rallies in history, and why the current environment may represent the beginning of a longer market bottoming process and potential buying opportunities for investors.

Recent developments from the Federal Reserve and key market indicators suggest conditions may be improving for investors. In this video, Bob Graham of Riggs Asset Management discusses the Fed’s shift in quantitative tightening, recent market corrections, and several signals—including market breadth and volatility—that could point to a stabilizing stock market.

Gold has quietly been outperforming the stock market and reaching new highs. In this video, Bob Graham explains why investors and central banks are increasing their gold holdings, how gold compares to the S&P 500 since 1971, and why it remains a powerful hedge against inflation, geopolitical risk, and market uncertainty.