Barcomb Asset Management

05/24/2026

AI is pushing markets higher again.
But outside the tech world, the economy is starting to feel more uneven.

In this week’s update, Scott explains what may actually matter right now — and why panic usually creates worse decisions than volatility itself.

Watch this week's update below.

https://youtu.be/6wA1qf2HRoI?si=iB8Whf1pa57yksin

For informational purposes only. Not investment advice.

Barcomb Asset Management, LLC Website

05/15/2026

AI may be reshaping markets faster than many expected — even as investors continue navigating inflation, interest rates, and global uncertainty.

In this week’s commentary, Scott shares perspective on:
• why markets have remained more resilient than headlines suggest
• how AI-driven growth may continue supporting earnings
• and why thoughtful long-term planning matters most during rapidly changing environments

Watch this week’s update below.

https://youtu.be/ygmjl6WyWnQ?si=IMqgEf6iSNXze6xm

For informational purposes only. Not investment advice.

05/15/2026

https://mailchi.mp/barcomb/weekly-commentary-sczn7r6l39

Click above if you would like to view the video version. As we approach the midpoint of the year, after what has been a volatile and rapidly changing economic and market environment, it’s a good time to take inventory of where we are. And where we may be headed. This week brought disappointing new...

05/09/2026

AI may be changing everything faster than investors realize.

But does that mean we’re in another 1999 bubble?

Scott Barcomb’s latest commentary explores the difference between hype and real structural transformation.

Video above:
https://youtu.be/Gpg4XEbgHck?si=YnOmGYZeGFjih_gv

For informational purposes only. Not investment advice.

Barcomb Asset Management, LLC Website

05/08/2026

A few important developments are unfolding beneath the surface right now.

This week's discussion covers Al expansion, geopolitical developments, earnings resilience, and why recent reactions may not fully reflect the broader environment.

Video above https://youtu.be/Gpg4XEbgHck?si=ZkjrxdAQgWrGv1L_

For informational purposes only. Not investment advice.

Barcomb Asset Management, LLC Website

05/08/2026

https://mailchi.mp/barcomb/weekly-commentary-axk48aw63s

Click above if you would like to view the video version. Wednesday, markets soared with the S&P 500 and Nasdaq reaching new highs. The driving force behind the rally was social media posts by the President saying that the war would be over in a week, the Strait of Hormuz would reopen, and we would d...

05/02/2026

The story being told isn't fully supported by the data.

That disconnect is where things get interesting.

A brief perspective on what we're watching.

Watch the full update: https://youtu.be/lUxdW_OCpyM?si=psP1FuX2nVMMfG36

For informational purposes only. Not investment advice.

05/01/2026

https://mailchi.mp/barcomb/weekly-commentary-0itv0jm3ns

If you would like to watch and or listen to this commentary, click the link above April was a reminder that markets don’t wait for clarity. They front-run it. The S&P 500 gained over 10% and the Nasdaq nearly 16%, marking the strongest performance since the 2020 pandemic-driven rebound. This, desp...

04/19/2026

This week’s update is now available.

A brief perspective on current conditions and what we’re watching.

Moments like this are easy to overlook, but they tend to shape outcomes over time.

A brief perspective grounded in structure and discipline.

▶️ Watch the full update https://www.youtube.com/watch?v=ID7v5GEXrqI&t=4s

For informational purposes only. Not investment advice.

You-focused retirement planning Experience financial strategies tailored to your unique passions. Do you have questions about Retirement Planning? We can help! Get a complimentary consultation Your Retirement Guide Scott Barcomb Founder & CEO For more than 20 years, Scott has focused on helping clie...

04/17/2026

https://mailchi.mp/barcomb/weekly-commentary-76jtcycncj

Click above if you would like to view the video version. Until this morning, the Strait of Hormuz remained closed, oil prices were elevated, talks in Pakistan had broken down, and the ceasefire remained fragile, none of which is particularly encouraging for most companies. Yet the market’s reactio...