Arbor Financial; R. Jeffrey Small, President

10/13/2026

“Narrow the Magnificent Seven down to five. That’s where the growth is heading into 2027.”

On the Claman Countdown, Jeff made the case for a “Mag Five”: Nvidia, Google, Amazon, Meta, and Microsoft.

His reasoning isn’t hype — it’s valuation. A year ago these names traded around 33 times earnings. Today they’re down to under 23. Meanwhile, Jeff points out that roughly 60% of the earnings growth over the next 12 months is expected to come from the top handful of stocks. Great earnings, great balance sheets, and valuations that have actually come back to earth.

In a higher-for-longer world, he wants companies that can deliver regardless.

Real strategy. Not a hot take.

10/13/2026

“We could be sitting here in six months with rates at 6% — maybe higher.”

Jeff’s read on the bond market from the Claman Countdown: we’re at a crossroads.

With the 10-year climbing toward 5%+ and the long end rising across the curve, he says rates are starting to genuinely compete with stocks for the first time in years. His warning: the market is going to realign around that, and we could end up with a “two-tiered” market, where a small group of mega caps keep growing and the rest of the market can’t keep up.

The open question he raises: is this a fiscal problem, a debt problem, or both? Nobody knows yet. But the direction is up.

10/06/2026

"Compute. Finance. Power. You want to own all three."

That's how Jeff framed the AI buildout on FinTech TV — and it's the throughline across everything he's been saying this fall.

His point: the biggest spend in the history of our economy isn't a single trade. It's three. The compute doing the work. The banks financing it. And the power running it all. Own across all three and you're diversified into the whole buildout, not betting on one slice of it.

He also made the case that software — written off as AI roadkill — is turning out to be an AI winner, with names that were badly oversold now catching a bid. Real strategy. Not a hot take.

10/05/2026

"This is about as close to Goldilocks as the market could have hoped for."

Jeff's read on the September jobs report: the labor market is finally cooling and for once, that might be good news.

The setup: just 29,000 jobs added, well short of expectations, and unemployment up to 4.2%. His take? Jobs are cooling enough to take the pressure off the Fed, inflation's cooling enough to let them wait, and the consumer and broader economy are still growing. Not too hot. Not too cold.

One caution he flagged: spending is holding up, but credit card debt is rising and savings are falling.

10/01/2026

"The market's about to get a lot less forgiving."

Jeff laid out the setup on Schwab Network: on one side, real optimism and strong AI spending. On the other, a 5% 10-year, oil near $100, and sticky inflation that won't quit.

His read? We're entering a much more selective phase of the bull market. The days of any high-valuation name getting a free pass are ending. From here, it's about companies with real earnings growth, strong cash flow, and most importantly, big backorders.
Own what's actually delivering.

Not what's just getting hyped. No spin. Just the read.

09/29/2026

What stocks to own in Compute, Power, and Finance.

"The market is holding its breath for Micron (MU)," says Jeffrey Sm...

09/18/2026

🐾 ATHENA & JUSTICE: TWO SISTERS HOPING FOR ONE HOME 🐾

Meet Athena & Justice, two 2-year-and-3-month-old Belgian Malinois sisters who have been together since birth and are looking for a new home through Big Mac’s K9 Rescue’s Networking Program.

🔴 Athena is wearing the RED collar
🩷 Justice is wearing the PINK collar

Their owner recently went through a divorce and is moving into circumstances where she can no longer keep them. Our biggest hope is to find an experienced adopter who can KEEP THESE GIRLS TOGETHER.

💗 JUSTICE is the goofy one! She loves balls, tug, running, being chased and especially swimming. She’s affectionate, people-oriented and loves being part of whatever her family is doing. After playtime, she has a great off switch and settles nicely.

🔥 ATHENA is the confident thinker. She’s intelligent, curious, outgoing and always seems to be planning the next activity. She loves running, tug, balls and exploring. She’s treat motivated, eager to learn and responds well to structure and training.

🐾 House & crate trained
🐾 Leash trained
🐾 Formal training
🐾 Good with children
🐾 Good with other dogs
🐾 No bite/aggression history reported
🐾 No resource guarding reported
🐾 Healthy & current on vaccines/HW prevention
🐾 Cats unknown/not tested
📍Florida

Justice is spayed. Athena is not currently spayed, but their owner has agreed to cover the cost of her spay.

These are two young Malinois, so breed experience and an understanding of their exercise, mental stimulation and training needs are important.

Their owner is willing to travel anywhere in Florida, or farther if necessary, for the right home.

Athena & Justice remain with their owner while Big Mac’s helps screen potential adopters through our Networking Program. [Untitled]_2026090809511127.pdf

📧 [email protected]

📣 PLEASE SHARE! Finding one home for two young Malinois is a big ask, but these girls have spent their entire lives together.

Two sisters. Two personalities. One lifetime together.
Let’s try to keep it that way. 🐾

09/18/2026

09/14/2026

"If the Fed doesn't respond, the bond market may respond for them."

That's Jeff's read on One America News Network, after August CPI came in hot at 3.4%.

His point: inflation is accelerating across the board, and the Fed's credibility is on the line. The market isn't waiting around — over the last 90 days the 10-year has climbed, mortgages are above 7%, and oil's flirting with $100 a barrel. The pressure's already showing up whether the Fed acts or not.

His call? Don't be surprised if the Fed does the unexpected this week — and hikes.

Just the facts.

05/29/2026

The AI story is getting bigger than most investors realize.

In a recent interview on Fox Business, Jeff Small discussed what may be the next phase of the AI investment cycle, and it’s not where most people are looking.

While headlines continue to focus on the biggest names, billions of dollars are quietly moving into the infrastructure powering everything behind the scenes...