Some tech stocks are down 30 to 50%, the bond market just posted one of its biggest moves in 20 years, and the million dollar question is whether the bull market is over. The short answer, in our opinion, is absolutely not.

In this episode of The Common Sense Bull, Eddie walks through the Fed risk he's watching into August and September, the earnings data underneath the selloff, and how Key Advisors moved defensive in June and is now rotating back toward offense for the back half of 2026.

This is educational market commentary, not individual investment advice.

In this episode:

• Why we think the Fed is still the number one risk heading into August and September

• What the biggest bond market move in 20 years is signaling about monetary policy

• Why Kevin Warsh may end up more dovish by year-end than the market currently expects

• The earnings data behind the case that this is a correction, not the start of a bear market

• Why the equal weight S&P hitting all-time highs signals more is going well than going poorly

• The rolling correction in technology, and why we favor software and cybersecurity over semiconductors

• The trillion-dollar CapEx financing question hanging over tech in 2027

• What moved in the portfolio in June, and what the rotation from defense back to offense looks like

• The bottom line outlook for finishing 2026

About the show: The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets.

Connect with Key Advisors:

Website: keywealthmgmt.com 

Subscribe to Key's YouTube channel:

youtube.com/@KeyAdvisorsWealthMgmt

Follow Eddie on X:

x.com/commonsensebull 

Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

Is AI a bubble about to burst, or the third inning of a decade-long boom?

In our first-ever guest episode of The Common Sense Bull, Eddie sits down with Dan Ives, one of the most recognized tech analysts on Wall Street. After calling a choppy summer and preparing for it, we've started buying back into tech, and this conversation maps where we feel the opportunities are and where the potential risk still sits.

They get into the bubble debate and why Dan thinks the 1999–2000 comparison falls apart once you look at real use cases and earnings, the data-center build-out he calls the "hearts and lungs" of AI, the U.S.-China chip picture, the IPO pipeline — SpaceX, Anthropic, OpenAI — and Dan's odds on a Tesla-SpaceX merger.

This is educational market commentary, not individual investment advice.

In this episode:

• How we positioned for a choppy summer — and why we're buying back into tech now

• Dan Ives on the "third inning" of the AI revolution

• The bubble debate vs. 1999–2000

• Data centers, CapEx and the use-case cycle

• Where Dan sees the risk

• The IPO pipeline as a market catalyst

• The Tesla-SpaceX merger question

About the show: The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets.

Connect with Key Advisors:

Website: keywealthmgmt.com 

Subscribe to Key's YouTube channel:

youtube.com/@KeyAdvisorsWealthMgmt

Follow Eddie on X:

x.com/commonsensebull 

Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

Is the market rotation a warning sign, or the setup for summer opportunity? Eddie Ghabour breaks down the rotation out of technology into economically sensitive sectors, what the long end of the bond curve is signaling about inflation and growth, why the Fed may be the biggest risk to markets this summer, and the contrarian housing call from January that may be starting to take shape. Plus, a look inside the process the team uses to make decisions.

This is educational market commentary, not individual investment advice.

The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets.

Connect with Key Advisors:

Website: keywealthmgmt.com 

Subscribe to Key's YouTube channel:

youtube.com/@KeyAdvisorsWealthMgmt

Follow Eddie on X:

x.com/commonsensebull 

Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

A new Fed chair just made his debut — and his commitment to 2% inflation caught markets off guard. Eddie Ghabour breaks down Kevin Warsh's first meeting, why the team hedged ahead of the event, how he's reading the path for rates, and the choppy summer he's preparing for.

This is educational market commentary, not individual investment advice.

The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets.

Connect with Key Advisors:

Website: keywealthmgmt.com 

Subscribe to Key's YouTube channel:

youtube.com/@KeyAdvisorsWealthMgmt

Follow Eddie on X:

x.com/commonsensebull 

Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.

Is a stock market correction coming this summer? In the debut episode of The Common Sense Bull, Eddie Ghabour shares his market outlook after a strong run from the March lows and explains why he's watching for a choppy summer.

Eddie, Co-founder & CEO of Key Advisors Wealth Management, walks through what's on his radar, including inflation and oil prices, a decelerating-growth picture, the Federal Reserve transition, and the 10-year Treasury, then lays out the active, tactical approach Key uses to manage risk and think about positioning for the rest of 2026. Along the way he makes the case for active management over a "ride it out" mindset: timing cycles, not timing the market.

This is educational market commentary, not individual investment advice.

The Common Sense Bull publishes every other Thursday. Subscribe for clear, data-driven market commentary from an independent, fiduciary firm with 26 years navigating the markets.

Connect with Key Advisors:

Website: keywealthmgmt.com 

Subscribe to Key's YouTube channel:

youtube.com/@KeyAdvisorsWealthMgmt

Follow Eddie on X:

x.com/commonsensebull 

Please note that the information and opinions presented in this video by Eddie Ghabour and KEY Advisors Wealth Management, LLC are solely for educational purposes and should not be considered as personal financial advice. KEY Advisors highly recommends that any decisions and actions taken in your investment portfolio should be done with the help of a professional financial advisor. It's important to remember that past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not necessarily reflect actual future performance. It's crucial to understand that all investments involve risk and may result in partial or total loss.