Donnelly Investments
Thomas Donnelly, JD, CFPInsights from Donnelly Investments.
| Platform |  | Pricing | Freemium | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 94 | Founded | 5 years ago | Last Issue | 2 months ago |
| Active | |||||
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donnellyinvestments.substack.comLatest Issues
A Market at War with Itself
The war with Iran is now in its fourth week with seemingly no offramp in sight. Traffic through the Strait of Hormuz has come to a halt, which impacts not just energy prices, but several other important commodities including fertilizers use...
Nowhere to Hide
While the broader stock market has been relatively muted in recent weeks, there have been dramatic changes under the surface. Software stocks have been hit hard, with the iShares Expanded Tech-Software ETF down as much as –32% since October...
Five Themes for 2026
Happy New Year!
While calendar years are an arbitrary measure for markets, they can provide a useful cadence for investors to pause and reflect on where things stand. As my readers and clients know, my investment philosophy is rooted in a...
This Isn’t 1999
As we head into year-end, markets are grappling with two competing narratives: a steady drumbeat of doomer “AI bubble” commentary on the one hand, and strong corporate earnings on the other. Volatility has picked up, headlines have grown lo...
Quick Note on the Government Shutdown
News about the government shutdown is understandably causing concern. Indeed, there will be real financial impacts for some people, especially federal employees and contractors. This, in turn, may have an impact on local economies, particul...
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