ValueAligned Partners

ValueAligned Partners Investment Advisors for
Individuals & Their Families Wall Street. Yet, I’ve made it my mission to educate the public that Wall Street works ONLY for Wall Street.

It’s the quintessential picture of American financial success – and the default for many investors choosing an independent investment advisor. Why? I have an MBA from Columbia University. I managed a hedge fund for years. I can’t stand to see one more hard-working American fall victim to this predatory system. In most cases, investment advisors are actually commissioned sales people, selling finan

cial “products” or “investments” that might not be best for you. They need only to be “suitable” for you. In most cases, hard-working American families like yours are getting a standardized, convoluted approach to investing that is many steps removed from the true source of return. So much so that even the most intelligent, well-educated people really don’t understand their own investment approach. They don’t have clear insight into why they own particular investments or how their financial advisors are compensated – and they end up investing pretty much the same way as everyone else. Unfortunately, all these hidden layers of the investing process cost you loads of money in fees – all of which jeopardize your retirement. Sound familiar? Of course it does. But investing for retirement does not have to be so complicated. I have the typical Wall Street pedigree – MBA from Columbia University, decades of experience on Wall Street, a history of managing money for families with multi-million dollar net-worths, etc. And I’m here to tell you that saving your retirement does NOT have to be complicated. The process of saving enough for retirement
is actually quite simple. Notice that I did not say “easy.”

But with a few simple principles that I learned by serving wealthy families, I’m making financial security and freedom also available to average investors. In fact, that’s why I founded ValueAligned® Partners. How are we different? We …
- remove the middle man
- clearly communicate the ONE AND ONLY form of compensation we receive
- invest ONLY in really, really good companies that truly create wealth for you

I’m so glad you’re here to learn about our simple, straight-forward approach to financial planning and wealth management. Please spend some time on our site, and then schedule a free, 15-minute financial check-up at the Calendy link in profile. I’m very passionate about this stuff and, I love to teach hard-working people how they can get more from their investments. Sincerely,
David “Berk” Berkowitz, ValueAligned® Partners founder

*ValueAligned Partners and its affiliates are not responsible for and do not encourage third parties to post anything on our behalf. Additionally, sharing of other’s articles should not be considered an endorsement. Please do not leave recommendations (by order of the US Government).

05/23/2026

🎯 New Fed Chair started this week. Powell isn't leaving.

The Senate confirmed Kevin Warsh 54-45 as the 17th Fed Chair. Powell's term ends Friday, but he is staying on the Board as a voting governor through January 2028. That setup is highly unusual.

In under 60 seconds, this video covers:

✅ Warsh confirmed 54-45, the most partisan Fed vote in history
✅ Powell remains on the Board through January 2028
✅ Political pressure for rate cuts vs. 3.8% CPI and 6.0% PPI
✅ 10-year Treasury yield jumped to roughly 4.6%, a one-year high

The math doesn't support rate cuts. The politics demands them.

Whose argument wins inside the FOMC over the next six months, the new chair's or the data's?

Watch till the end and drop your answer 👇

05/22/2026

📈 Microsoft just guided to $190 billion in 2026 capex. The market panicked. Ackman bought.

Two-thirds of that spend is servers and networking — equipment that maps directly to near-term Azure revenue. Same pattern Amazon ran with AWS in 2014. Google did the same with Cloud in 2017. Both got hammered on the announcement. A decade later both had compounded 30%+ a year.

In under 60 seconds, this video covers:

✅ Why $190B is the textbook hyperscaler growth-capex setup
✅ The 66/34 split between revenue-tied gear and other infrastructure
✅ The AWS 2014 and Google Cloud 2017 parallels that played out the same way
✅ Why hyperscaler capex announcements consistently get mispriced at the print

Do you think Microsoft compounds Azure revenue the way AWS did from 2014 forward — or does this cycle play out differently?

Watch till the end and drop your answer 👇

05/22/2026

📉 Index funds are quietly handing you mega-cap discounts. Bill Ackman has cashed four of them in three years.

When a quality name drops 10% on a soft quarter, the business did not change. The shareholder base rotated. Indexers sold mechanically. Pod shops cut risk. Quants flipped momentum. None of them cared about the next decade.

In under 60 seconds, this video covers:

✅ Why index-fund flows must buy and sell regardless of fundamentals
✅ How pod shops and quants amplify short-term dislocations
✅ The "shareholder base rotation" most retail investors miss
✅ The same setup that produced Ackman's GOOG, AMZN, META, and MSFT trades

Which quality name on your watchlist is currently cheap because short-term capital is rotating out, not because the business broke?

Watch till the end and drop your answer 👇

05/21/2026

💡 $200 billion is hiding inside Microsoft's stock price — and your screener will never show it.

Every quote screen reads 21x forward earnings. The market multiple. Nothing special. Bill Ackman bought there in February anyway. He sees what the P/E ratio cannot show.

In under 60 seconds, this video covers:

✅ Why MSFT's 21x P/E is missing roughly $200B of value
✅ The 27% OpenAI stake that produces zero current earnings
✅ Why ~7% of Microsoft's market cap is invisible to every screener
✅ How institutional investors price what retail traders miss

Do you think the market eventually re-rates Microsoft for the OpenAI stake, or stays anchored to reported earnings?

Watch till the end and drop your answer 👇

05/21/2026

🎯 Bill Ackman bought Microsoft at a 21x multiple while Wall Street priced in an AI extinction event. Three numbers explain why he was right.

In February, MSFT compressed to its lowest valuation in years. The fear: AI would gut Office’s pricing power. The data tells a different story.

In under 60 seconds, this video covers:

✅ $20/seat — what one M365 license costs per month. Buying Word, Excel, PowerPoint, Outlook, and Teams from separate vendors? More than double.
✅ 15% — how fast M365 revenue grew last quarter in constant currency, while the market priced in disruption.
✅ 450 million — daily M365 users. Every Fortune 500 runs on it.
✅ The hidden moat — replacing M365 means retraining tens of thousands of employees and rebuilding global compliance.

A new AI tool can be sharper at one task. It still loses the deal when IT, procurement, and compliance vote.

Was Ackman early, late, or right on time on MSFT? Drop your call 👇

Watch till the end and tell me which number changes your mind.

05/21/2026

🛢️ Oil ripped 12% last week. Most investors missed why.

A fight near Iran shut most traffic through the Strait of Hormuz, the waterway where one in five barrels of world oil flows.

In under 60 seconds, this video covers:

✅ Ship traffic fell from 140 vessels a day to about 30
✅ WTI crude closed at $105.90 a barrel
✅ The energy sector ETF (XLE) gained 6.7% in five days
✅ Consumer Discretionary stocks fell 3.1%, the worst sector of the week

Energy producers got paid. Airlines, retailers, and consumer brands took the hit.

If the strait reopens this summer, oil drops fast and energy stocks reverse just as fast. Are you trimming energy here, or holding for the next leg up?

Watch till the end and drop your answer 👇

05/21/2026

Stocks soared in April and May, but buried in the latest bull forecast is a warning most missed entirely. Here is the 20% scenario that could force a massive market reprice. 👇

05/21/2026

The bear case just shrank to 20%. With 2027 EPS projections sitting at $386, the math is officially favoring the bulls. Here are the three reasons driving the ultimate melt-up scenario. 🚀

Dr. Ed Yardeni just raised his "Roaring 2020s" probability to 80%.He also kept 20% bear-market odds on the table. That s...
05/14/2026

Dr. Ed Yardeni just raised his "Roaring 2020s" probability to 80%.

He also kept 20% bear-market odds on the table. That second number deserves more attention.

In the same May 9 market call where Yardeni's team lifted the 2026 S&P 500 target to 8250, they named the scenario that breaks the thesis:

→ The Middle East war is not over.
→ Oil sits near $100 per barrel.
→ Another round of fighting could push inflation back up.
→ Central banks would have to raise rates again.
→ The Bond Vigilantes would drive yields higher.

That's the stagflation path. It's not the base case. But Yardeni's team is on record that it's the 20%.

Most investors I talk to are running the 80% playbook only. They've stopped pricing in the alternative.

The way we think about it for long-term portfolios: own businesses that can pass through inflation, generate cash without leaning on cheap rates, and don't need a soft landing to keep compounding.

That's not a market call. That's portfolio construction.

The macro analysis, the probabilities, and the risk framework here come from Dr. Ed Yardeni and his team at Yardeni Research.

What's your read — base case or tail risk?

Dr. Ed Yardeni said "Go Global" on December 7, 2025.Five months later: EM ex-China is up 34.9% in dollars. The US is up ...
05/14/2026

Dr. Ed Yardeni said "Go Global" on December 7, 2025.

Five months later: EM ex-China is up 34.9% in dollars. The US is up 8.2%. The gap is the story.

While US investors stared at the S&P 500 climbing toward 7400, the real performance was elsewhere on the board:

→ South Korea (EWY) up 95.6%
→ Taiwan (EWT) up 51.3%
→ EM ex-China (EMXC) up 34.9%
→ Turkey (TUR) up 26.6%
→ Brazil (EWZ) up 23.1%

The US (SPY) is up 8.2% year-to-date.

Yardeni's team flagged EMXC specifically — emerging markets without China exposure — and the call has paid.

Two things this doesn't mean:

→ Sell your US compounders. The earnings story at home is intact. Yardeni raised the 2026 S&P 500 target to 8250 on the same day.
→ Chase Korea or Taiwan after a 95% move. Position sizing matters more than the headline return.

What it does mean: the US has held about 63.5% of the All Country World MSCI for years. That share peaks. Then it gives some back. Yardeni's team has been pointing at the rotation since December.

Credit for the call, the data, and the framework belongs to Dr. Ed Yardeni and his team at Yardeni Research.

Where are you positioned outside the US?

Address

Red Bank, NJ

Opening Hours

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17328002375

Website

https://calendly.com/valuealigned/consultation?back=1&month=202

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