https://blog.vineyardglobaladvisors.com/blog/quarterly-webinar-replay-q4-2021-0-0https://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4/medium.jpgTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWhttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4459nonohttps://info.vineyardglobaladvisors.com/hubfs/wednesday%20lunch%20EDITED.mp4/medium.jpgwednesday lunch EDITEDwednesday lunch EDITEDhttps://info.vineyardglobaladvisors.com/hubfs/wednesday%20lunch%20EDITED.mp41374nonohttps://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-recession-risk-is-elevated.jpgft-img-recession-risk-is-elevatedft-img-recession-risk-is-elevatedhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-the-bear-market-arrives-1.jpgft-img-the-bear-market-arrives-1ft-img-the-bear-market-arrives-12023-06-08https://blog.vineyardglobaladvisors.com/commentary/quarterly-overview-q1-2024https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Webinars/2024%20Q1%20Update%20and%20Outlook%20.mp4/medium.jpg2024 Q1 Update and Outlook 2024 Q1 Update and Outlook https://info.vineyardglobaladvisors.com/hubfs/Webinars/2024%20Q1%20Update%20and%20Outlook%20.mp41237nonohttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/custom-video-thumbnails/Q1%202024.pngQ1 2024Q1 2024https://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2024-05-23https://blog.vineyardglobaladvisors.com/blog/how-the-fed-burst-the-everything-bubblehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-how-the-fed-burst-the-everything-bubble-1.jpgft-img-how-the-fed-burst-the-everything-bubble-1ft-img-how-the-fed-burst-the-everything-bubble-1https://info.vineyardglobaladvisors.com/hubfs/Bullish%20sentiment.jpgBullish sentimentBullish sentimenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Quantitative%20easing.jpgQuantitative easingQuantitative easinghttps://info.vineyardglobaladvisors.com/hubfs/The%20wealth%20gap.jpgThe wealth gapThe wealth gap2023-10-31https://blog.vineyardglobaladvisors.com/blog/what-to-know-about-commodities-and-how-to-invest-in-themhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-inflation-percentage.pngft-img-inflation-percentageft-img-inflation-percentagehttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-what-to-know-about-investing-in-commodities.jpgft-img-what-to-know-about-investing-in-commoditiesft-img-what-to-know-about-investing-in-commoditieshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-10-31https://blog.vineyardglobaladvisors.com/blog/whats-in-your-wealth-advisor-toolkithttps://info.vineyardglobaladvisors.com/hubfs/Building%20a%20strong%20brand.jpgBuilding a strong brandBuilding a strong brandhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-wealth-advisor-toolkit.jpgft-img-the-wealth-advisor-toolkitft-img-the-wealth-advisor-toolkithttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-10-31https://blog.vineyardglobaladvisors.com/blog/10-questions-to-ask-before-hiring-investment-advisorhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-ten-questions-to-ask-before-hiring-an-investment-advisor.jpgft-img-ten-questions-to-ask-before-hiring-an-investment-advisorft-img-ten-questions-to-ask-before-hiring-an-investment-advisor2023-10-31https://blog.vineyardglobaladvisors.com/commentary/debt-ceilings-government-spending-and-artificial-intelligencehttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Screenshot%202023-06-09%20111108.pngScreenshot 2023-06-09 111108Screenshot 2023-06-09 111108https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-debt-ceilings-government-spending-and-early-days-of-ai.jpgft-img-debt-ceilings-government-spending-and-early-days-of-aift-img-debt-ceilings-government-spending-and-early-days-of-aihttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2023-11-01https://blog.vineyardglobaladvisors.com/blog/wealth-advisor-and-ria-marketinghttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-wealth-advisor-and-ria-marketing-1.jpgft-img-wealth-advisor-and-ria-marketing-1ft-img-wealth-advisor-and-ria-marketing-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Building%20your%20brand.jpgBuilding your brandBuilding your brand2023-10-31https://blog.vineyardglobaladvisors.com/commentary/rising-bond-yield-implicationshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/shutterstock_291803981.jpgshutterstock_291803981shutterstock_2918039812023-02-10https://blog.vineyardglobaladvisors.com/commentary/december-seasonalityhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Dec%20Seasonality.pngDec SeasonalityDec Seasonalityhttps://info.vineyardglobaladvisors.com/hubfs/Climbing%20the%20mountain.jpgClimbing the mountainClimbing the mountainhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2025-12-03https://blog.vineyardglobaladvisors.com/commentary/2026-halftime-reporthttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Halftime%20Report%202026%20Final.mp4/medium.jpgHalftime Report 2026 FinalHalftime Report 2026 Finalhttps://info.vineyardglobaladvisors.com/hubfs/Halftime%20Report%202026%20Final.mp41077nonohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Q2_2026_Deep_Dive_Page_01.jpgQ2_2026_Deep_Dive_Page_01Q2_2026_Deep_Dive_Page_01https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-12026-08-12https://blog.vineyardglobaladvisors.com/blog/how-advisors-can-meet-the-needs-of-women-and-minority-investorshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-how-advisors-can-meet-the-needs-of-women-and-minority-investors.jpgft-img-how-advisors-can-meet-the-needs-of-women-and-minority-investorsft-img-how-advisors-can-meet-the-needs-of-women-and-minority-investorshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-10-31https://blog.vineyardglobaladvisors.com/commentary/2025-outlookhttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/Webinars/2024_Q4%20Review.mp4/medium.jpg2024_Q4 Review2024_Q4 Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Webinars/2024_Q4%20Review.mp42077nonohttps://info.vineyardglobaladvisors.com/hubfs/Screenshot%202025-02-06%20at%2017-05-25%20Files%20HubSpot.pngScreenshot 2025-02-06 at 17-05-25 Files HubSpotScreenshot 2025-02-06 at 17-05-25 Files HubSpothttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photo2025-02-07https://blog.vineyardglobaladvisors.com/blog/get-off-the-emotional-roller-coaster-let-data-driven-methods-be-your-guide-1https://info.vineyardglobaladvisors.com/hubfs/Recession.jpgRecessionRecessionhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Inflation.jpgInflationInflationhttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-how-the-bear-market-brings-investor-opportunities-2.jpgft-img-how-the-bear-market-brings-investor-opportunities-2ft-img-how-the-bear-market-brings-investor-opportunities-22023-06-09https://blog.vineyardglobaladvisors.com/blog/stock-picker-or-basket-buyerhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-woman-contract-computer.pngft-img-woman-contract-computerft-img-woman-contract-computerhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-eggs-basket.pngft-img-eggs-basketft-img-eggs-baskethttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-horse-racing.pngft-img-horse-racingft-img-horse-racinghttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2024-02-26https://blog.vineyardglobaladvisors.com/commentary/silicon-valley-bank-failure-rattles-markets-last-weekhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-silicon-valley-bank-failure.jpgft-img-silicon-valley-bank-failureft-img-silicon-valley-bank-failurehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/download.pngdownloaddownloadhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-11-01https://blog.vineyardglobaladvisors.com/blog/how-the-red-sea-conflict-could-reshape-global-inflation-dynamicshttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-inflation-percentage.pngft-img-inflation-percentageft-img-inflation-percentagehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2024-02-26https://blog.vineyardglobaladvisors.com/blog/kendall-dilley-money-life-with-chuck-jaffehttps://info.vineyardglobaladvisors.com/hubfs/Money%20Life%20with%20Chuck%20Jaffe:%20Vineyard's%20Samuelson:%20Deteriorating%20technicals%20are%20signaling%20trouble%20ahead.mp4/medium.jpgMoney Life with Chuck Jaffe: Vineyard's Samuelson: Deteriorating technicals are signaling trouble aheadMoney Life with Chuck Jaffe: Vineyard's Samuelson: Deteriorating technicals are signaling trouble aheadhttps://info.vineyardglobaladvisors.com/hubfs/Money%20Life%20with%20Chuck%20Jaffe:%20Vineyard's%20Samuelson:%20Deteriorating%20technicals%20are%20signaling%20trouble%20ahead.mp4512nonohttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-kendall-dilley-money-life-with-chuck-jaffe-podcast.jpgft-img-kendall-dilley-money-life-with-chuck-jaffe-podcastft-img-kendall-dilley-money-life-with-chuck-jaffe-podcasthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-12023-08-31https://blog.vineyardglobaladvisors.com/bloghttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-playbook.jpgft-img-playbookft-img-playbookhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-private-credit.jpgft-img-private-creditft-img-private-credithttps://info.vineyardglobaladvisors.com/hubfs/AI-Generated%20Media/Images/Stock%20prices%20going%20down%20aggressively%20because%20of%20tariffs-4.jpegStock prices going down aggressively because of tariffs-4Stock prices going down aggressively because of tariffs-4https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balance2022-12-12https://blog.vineyardglobaladvisors.com/commentary/2024-halftime-reporthttps://info.vineyardglobaladvisors.com/hubfs/Webinars/Half-Time%20Report%202024_Final.mp4/medium.jpgHalf-Time Report 2024_FinalHalf-Time Report 2024_Finalhttps://info.vineyardglobaladvisors.com/hubfs/Webinars/Half-Time%20Report%202024_Final.mp41297nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photo2024-08-08https://blog.vineyardglobaladvisors.com/commentaryhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2022-12-12https://blog.vineyardglobaladvisors.com/blog/tom-samuelson-on-morning-live-trade-october-16thhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/img-road-sign.jpgimg-road-signimg-road-signhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2024-10-17https://blog.vineyardglobaladvisors.com/blog/divorced-investors-redefining-the-end-goalhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-divorced-investors-1.jpgft-img-divorced-investors-1ft-img-divorced-investors-1https://info.vineyardglobaladvisors.com/hubfs/Investing%20after%20divorce.jpgInvesting after divorceInvesting after divorcehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Post%20divorce%20investment%20timelines.jpgPost divorce investment timelinesPost divorce investment timelines2023-10-31https://blog.vineyardglobaladvisors.com/blog/a-data-driven-approach-taking-the-emotion-out-of-investinghttps://info.vineyardglobaladvisors.com/hubfs/taking_the_emotion_out_of_investing%20(1080p).mp4/medium.jpgtaking_the_emotion_out_of_investing (1080p)taking_the_emotion_out_of_investing (1080p)https://info.vineyardglobaladvisors.com/hubfs/taking_the_emotion_out_of_investing%20(1080p).mp4175nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/data%20driven%20investment%20strategies.jpgdata driven investment strategiesdata driven investment strategieshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-a-data-driven-approach-to-investing.jpgft-img-a-data-driven-approach-to-investingft-img-a-data-driven-approach-to-investinghttps://info.vineyardglobaladvisors.com/hubfs/Using%20historic%20data.jpgUsing historic dataUsing historic datahttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-10-31https://blog.vineyardglobaladvisors.com/blog/taking-retirement-withdrawals-in-a-declining-markethttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-retirement-planning.jpgft-img-retirement-planningft-img-retirement-planninghttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/clark-final-1.jpgclark-final-1clark-final-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-inflation-percentage.pngft-img-inflation-percentageft-img-inflation-percentagehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-10-31https://blog.vineyardglobaladvisors.com/commentary/resilience-and-opportunityhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/img-month-end-forward-returns.pngimg-month-end-forward-returnsimg-month-end-forward-returnshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/img-russell-2000-after.pngimg-russell-2000-afterimg-russell-2000-afterhttps://info.vineyardglobaladvisors.com/hubfs/img-four-month-declines.pngimg-four-month-declinesimg-four-month-declineshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/img-commentary-chart.jpgimg-commentary-chartimg-commentary-charthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/img-sp-streaks.pngimg-sp-streaksimg-sp-streaks2024-03-13https://blog.vineyardglobaladvisors.com/blog/how-much-will-the-fed-raise-interest-rateshttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-how-much-will-the-fed-raise-interest-rates.jpgft-img-how-much-will-the-fed-raise-interest-ratesft-img-how-much-will-the-fed-raise-interest-rateshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-own2023-06-09https://blog.vineyardglobaladvisors.com/blog/changing-goals-as-retirement-nearshttps://info.vineyardglobaladvisors.com/hubfs/iStock-1445417525.jpgiStock-1445417525iStock-1445417525https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/iStock-1445597080.jpgiStock-1445597080iStock-1445597080https://info.vineyardglobaladvisors.com/hubfs/ft-img-changing-goals-as-retirement-nears.jpgft-img-changing-goals-as-retirement-nearsft-img-changing-goals-as-retirement-nears2023-09-13https://blog.vineyardglobaladvisors.com/blog/how-banking-regulations-have-given-rise-to-new-opportunities-in-private-credithttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/img-mountains-fields.jpgimg-mountains-fieldsimg-mountains-fieldshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/img-road-sign.jpgimg-road-signimg-road-signhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/img-bubbles-green.jpgimg-bubbles-greenimg-bubbles-greenhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balance2024-03-28https://blog.vineyardglobaladvisors.com/blog/descent-from-mount-everesthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-descent-from-mount-everest.jpgft-img-descent-from-mount-everestft-img-descent-from-mount-everesthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Choosing%20a%20Guide.jpgChoosing a GuideChoosing a Guidehttps://info.vineyardglobaladvisors.com/hubfs/Climbing%20the%20mountain.jpgClimbing the mountainClimbing the mountainhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Prepare%20for%20the%20storm.jpgPrepare for the stormPrepare for the storm2023-10-31https://blog.vineyardglobaladvisors.com/commentary/the-good-news-of-a-bad-yearhttps://info.vineyardglobaladvisors.com/hubfs/Jan%20Comments%20Image_UPDATED.jpgJan Comments Image_UPDATEDJan Comments Image_UPDATEDhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-good-news-of-a-bad-year-1.jpgft-img-the-good-news-of-a-bad-year-1ft-img-the-good-news-of-a-bad-year-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-11-01https://blog.vineyardglobaladvisors.com/commentary/is-a-santa-claus-rally-still-possiblehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/S%20&%20P%20500%20Index.jpgS & P 500 IndexS & P 500 Indexhttps://info.vineyardglobaladvisors.com/hubfs/December%20Graph.jpgDecember GraphDecember Graphhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VIX%20Index.jpgVIX IndexVIX Indexhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-is-a-santa-claus-rally-possible.jpgft-img-is-a-santa-claus-rally-possibleft-img-is-a-santa-claus-rally-possible2023-11-01https://blog.vineyardglobaladvisors.com/blog/the-time-for-cloud-stocks-may-be-nowhttps://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp4/medium.jpgthe_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)the_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)https://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp41513nonohttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4/medium.jpgTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWhttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4459nonohttps://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-the-time-for-cloud-stocks-may-be-now-1.jpgft-img-the-time-for-cloud-stocks-may-be-now-1ft-img-the-time-for-cloud-stocks-may-be-now-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-recession-risk-is-elevated.jpgft-img-recession-risk-is-elevatedft-img-recession-risk-is-elevatedhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-12023-06-09https://blog.vineyardglobaladvisors.com/commentary/tom-samuelson-on-money-life-with-chuck-jaffe-june-2026https://info.vineyardglobaladvisors.com/hubfs/Edited.mp4/medium.jpgTom Samuelson on Money Life with Chuck JaffeEditedhttps://info.vineyardglobaladvisors.com/hubfs/Edited.mp4695nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-money-life-112023.jpgft-img-money-life-112023ft-img-money-life-112023https://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-summer-melt-up.jpgft-img-summer-melt-upft-img-summer-melt-uphttps://info.vineyardglobaladvisors.com/hubfs/img-road-sign.jpgimg-road-signimg-road-sign2026-06-17https://blog.vineyardglobaladvisors.com/commentary/volatility-expected-on-the-way-to-a-more-bullish-backdrophttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/7.23.24%20final.mp4/medium.jpg7.23.24 final7.23.24 finalhttps://info.vineyardglobaladvisors.com/hubfs/7.23.24%20final.mp4554nonohttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Blog/ft-img-vga-hero.jpgft-img-vga-heroft-img-vga-herohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-12024-07-26https://blog.vineyardglobaladvisors.com/commentary/the-normalcy-of-volatilityhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/image-png-Aug-11-2021-05-54-03-49-PM.pngimage-png-Aug-11-2021-05-54-03-49-PMimage-png-Aug-11-2021-05-54-03-49-PMhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/image-png-Aug-11-2021-05-57-01-14-PM.pngimage-png-Aug-11-2021-05-57-01-14-PMimage-png-Aug-11-2021-05-57-01-14-PMhttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/VGA%20Volatility.jpgVGA VolatilityVGA Volatilityhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/volatility.jpgvolatilityvolatilityhttps://info.vineyardglobaladvisors.com/hubfs/image-png-Aug-11-2021-05-49-31-56-PM.pngimage-png-Aug-11-2021-05-49-31-56-PMimage-png-Aug-11-2021-05-49-31-56-PM2023-02-10https://blog.vineyardglobaladvisors.com/blog/a-day-in-the-life-of-a-registered-investment-advisorhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-a-day-in-the-life-of-a-registered-investment-advisor-1.jpgft-img-a-day-in-the-life-of-a-registered-investment-advisor-1ft-img-a-day-in-the-life-of-a-registered-investment-advisor-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Fiduciary%20Duties.jpgFiduciary DutiesFiduciary Dutieshttps://info.vineyardglobaladvisors.com/hubfs/building%20your%20advisory%20business.jpgbuilding your advisory businessbuilding your advisory business2023-10-31https://blog.vineyardglobaladvisors.com/blog/balancing-act-are-you-tech-heavyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-balancing-act-1.jpgft-img-balancing-act-1ft-img-balancing-act-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-balancing-act-chart.jpgft-img-balancing-act-chartft-img-balancing-act-chart2024-02-26https://blog.vineyardglobaladvisors.com/blog/is-the-us-economy-in-a-recessionhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-is-the-us-in-a-recession.jpgft-img-is-the-us-in-a-recessionft-img-is-the-us-in-a-recessionhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-06-09https://blog.vineyardglobaladvisors.com/blog/vintages-of-investor-typeshttps://info.vineyardglobaladvisors.com/hubfs/Growing%20Your%20Wealth.jpgGrowing Your WealthGrowing Your Wealthhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-different-vintages-of-investor-types.jpgft-img-the-different-vintages-of-investor-typesft-img-the-different-vintages-of-investor-typeshttps://info.vineyardglobaladvisors.com/hubfs/Investment%20definition.jpgInvestment definitionInvestment definitionhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-investor-types.jpgft-img-investor-typesft-img-investor-types2023-10-31https://blog.vineyardglobaladvisors.com/quarterly-overviewshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2021-05-11https://blog.vineyardglobaladvisors.com/blog/legacy-planning-for-families-and-family-officeshttps://info.vineyardglobaladvisors.com/hubfs/Your%20legacy.jpgYour legacyYour legacyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-legacy-planning.jpgft-img-legacy-planningft-img-legacy-planninghttps://info.vineyardglobaladvisors.com/hubfs/Consulting%20an%20advisor.jpgConsulting an advisorConsulting an advisorhttps://info.vineyardglobaladvisors.com/hubfs/Preparing%20future%20generations.jpgPreparing future generationsPreparing future generationshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2023-10-31https://blog.vineyardglobaladvisors.com/commentary/quarterly-webinar-replay-q4-2023-0-0https://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/Webinars/2023%20Q4%20Vineyard%20Webinar.mp4/medium.jpg2023 Q4 Vineyard Webinar2023 Q4 Vineyard Webinarhttps://info.vineyardglobaladvisors.com/hubfs/Webinars/2023%20Q4%20Vineyard%20Webinar.mp42897nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/vga-webinar-header-recap.pngvga-webinar-header-recapvga-webinar-header-recaphttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photo2024-04-02https://blog.vineyardglobaladvisors.com/commentary/a-new-challenge-for-markets-omicronhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/CovidNewCases.pngCovidNewCasesCovidNewCaseshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Omicron.pngOmicronOmicronhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Omicron-1.jpgVGA_Omicron-1VGA_Omicron-1https://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/WeakestBlackFridays.pngWeakestBlackFridaysWeakestBlackFridayshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/CovidSurvivalRate.pngCovidSurvivalRateCovidSurvivalRate2023-02-10https://blog.vineyardglobaladvisors.com/commentary/from-boom-to-gloom-the-looming-threat-of-office-real-estate-to-market-stabilityhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/img-cre-banks.jpgimg-cre-banksimg-cre-bankshttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/img-slow-burn-charts.pngimg-slow-burn-chartsimg-slow-burn-chartshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-real-estate-office.jpgft-img-real-estate-officeft-img-real-estate-office2024-03-22https://blog.vineyardglobaladvisors.com/blog/seven-renewable-energy-stocks-to-buyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-renewable-energy-stocks-to-buy-and-own.jpgft-img-seven-renewable-energy-stocks-to-buy-and-ownft-img-seven-renewable-energy-stocks-to-buy-and-ownhttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard/headshots/bio-kendall-dilley.jpgbio-kendall-dilleybio-kendall-dilley2023-10-31https://blog.vineyardglobaladvisors.com/blog/etfs-vs-mutual-funds-the-clashhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-playbook.jpgft-img-playbookft-img-playbookhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-balancing-risk-with-fixed-income-investing-1.jpgft-img-balancing-risk-with-fixed-income-investing-1ft-img-balancing-risk-with-fixed-income-investing-12024-08-12https://blog.vineyardglobaladvisors.com/blog/why-having-a-range-of-investment-strategies-is-essentialhttps://info.vineyardglobaladvisors.com/hubfs/flexing_up_or_down%20(1080p).mp4/medium.jpgflexing_up_or_down (1080p)flexing_up_or_down (1080p)https://info.vineyardglobaladvisors.com/hubfs/flexing_up_or_down%20(1080p).mp4102nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-why-having-a-range-of-investment-strategies-is-essential.jpgft-img-why-having-a-range-of-investment-strategies-is-essentialft-img-why-having-a-range-of-investment-strategies-is-essential2023-10-31https://blog.vineyardglobaladvisors.com/blog/liquid-or-illiquid-investmentshttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/img-chess-strength.jpgimg-chess-strengthimg-chess-strengthhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-playbook.jpgft-img-playbookft-img-playbookhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2024-08-15https://blog.vineyardglobaladvisors.com/blog/us-stocks-rise-as-investors-anticipate-midterm-election-resultshttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-inflation-percentage.pngft-img-inflation-percentageft-img-inflation-percentagehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-stocks-rise-amid-midterm-election.jpgft-img-stocks-rise-amid-midterm-electionft-img-stocks-rise-amid-midterm-electionhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/sam.jpgsamsam2023-10-31https://blog.vineyardglobaladvisors.com/blog/having-the-risk-tolerance-discussionhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-couple-shaking-hands.pngft-img-couple-shaking-handsft-img-couple-shaking-handshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-couple-convertible.pngft-img-couple-convertibleft-img-couple-convertiblehttps://info.vineyardglobaladvisors.com/hubfs/Blog/ft-img-vga-hero.jpgft-img-vga-heroft-img-vga-herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-motorcycle-easy-rider.jpgft-img-motorcycle-easy-riderft-img-motorcycle-easy-riderhttps://info.vineyardglobaladvisors.com/hubfs/AI-Generated%20Media/Images/Stock%20prices%20going%20down%20aggressively%20because%20of%20tariffs-4.jpegStock prices going down aggressively because of tariffs-4Stock prices going down aggressively because of tariffs-4https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-risk-reward.jpgft-img-risk-rewardft-img-risk-rewardhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-hip-investor.pngft-img-hip-investorft-img-hip-investor2023-10-31https://blog.vineyardglobaladvisors.com/commentary/analyzing-momentumhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/img-four-month-returns.pngimg-four-month-returnsimg-four-month-returnshttps://info.vineyardglobaladvisors.com/hubfs/img-sp-annual-performance.pngimg-sp-annual-performanceimg-sp-annual-performancehttps://info.vineyardglobaladvisors.com/hubfs/img-chess-strength.jpgimg-chess-strengthimg-chess-strengthhttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/img-sp-drawdown.pngimg-sp-drawdownimg-sp-drawdownhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2024-03-21https://blog.vineyardglobaladvisors.com/blog/get-off-the-emotional-roller-coaster-let-data-driven-methods-be-your-guidehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2023-04-06https://blog.vineyardglobaladvisors.com/commentary/2025-third-quarter-reviewhttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/3Q25%20Review%20&%20Outlook_Deep%20Dive_Page_01.jpg3Q25 Review & Outlook_Deep Dive_Page_013Q25 Review & Outlook_Deep Dive_Page_01https://info.vineyardglobaladvisors.com/hubfs/Q3%202025%20Cover.jpgQ3 2025 CoverQ3 2025 Coverhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2025-10-31https://blog.vineyardglobaladvisors.com/blog/5-reasons-why-smas-are-your-best-bet-for-retiremenhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/Future%20ESG%20Growth.jpgFuture ESG GrowthFuture ESG Growthhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-playbook.jpgft-img-playbookft-img-playbookhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-risky-business-2.jpgft-img-risky-business-2ft-img-risky-business-2https://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiver2024-10-10https://blog.vineyardglobaladvisors.com/commentary/maybe-art-laffer-was-righthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/shutterstock_398595121.jpgshutterstock_398595121shutterstock_398595121https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/image-png.pngimage-pngimage-png2023-02-10https://blog.vineyardglobaladvisors.com/blog/alternative-investments-a-hybrid-approachhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-alternative-investments.jpgft-img-alternative-investmentsft-img-alternative-investmentshttps://info.vineyardglobaladvisors.com/hubfs/iStock-1135584833.jpgiStock-1135584833iStock-1135584833https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/iStock-1473133514.jpgiStock-1473133514iStock-14731335142023-06-21https://blog.vineyardglobaladvisors.com/commentary/heading-into-a-summer-melt-uphttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/summer-melt-up-5.pngsummer-melt-up-5summer-melt-up-5https://info.vineyardglobaladvisors.com/hubfs/summer-melt-up-1.pngsummer-melt-up-1summer-melt-up-1https://info.vineyardglobaladvisors.com/hubfs/summer-melt-up-3.pngsummer-melt-up-3summer-melt-up-3https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-summer-melt-up.jpgft-img-summer-melt-upft-img-summer-melt-uphttps://info.vineyardglobaladvisors.com/hubfs/summer-melt-up-2.pngsummer-melt-up-2summer-melt-up-2https://info.vineyardglobaladvisors.com/hubfs/summer-melt-up-4.pngsummer-melt-up-4summer-melt-up-4https://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover 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Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Tom2.jpgTom2Tom2https://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-global-markets-mid-year-update.jpgft-img-global-markets-mid-year-updateft-img-global-markets-mid-year-update2023-10-31https://blog.vineyardglobaladvisors.com/blog/the-debt-ceiling-showdownhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-debt-ceiling-x-date.jpgft-img-the-debt-ceiling-x-dateft-img-the-debt-ceiling-x-datehttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-12023-10-31https://blog.vineyardglobaladvisors.com/commentary/rate-hikes-slowing-gdp-growth-and-a-banking-crisishttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Screenshot%202023-05-05%20152729-1.pngScreenshot 2023-05-05 152729-1Screenshot 2023-05-05 152729-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Screenshot%202023-05-05%20153133.pngScreenshot 2023-05-05 153133Screenshot 2023-05-05 153133https://info.vineyardglobaladvisors.com/hubfs/ft-img-rate-hikes-slowing-gdp-growth-and-a-banking-crisis.jpgft-img-rate-hikes-slowing-gdp-growth-and-a-banking-crisisft-img-rate-hikes-slowing-gdp-growth-and-a-banking-crisis2023-11-01https://blog.vineyardglobaladvisors.com/blog/should-you-invest-in-esghttps://info.vineyardglobaladvisors.com/hubfs/Future%20ESG%20Growth-1.jpgFuture ESG Growth-1Future ESG Growth-1https://info.vineyardglobaladvisors.com/hubfs/Green%20washing.jpgGreen washingGreen washinghttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Caring%20for%20the%20environment.jpgCaring for the environmentCaring for the environmenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-esg-investing-1.jpgft-img-esg-investing-1ft-img-esg-investing-12023-10-31https://blog.vineyardglobaladvisors.com/commentary/2025-review-2026-outlookhttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/2025_Review___2026_Outlook_Final%20Cover.png2025_Review___2026_Outlook_Final Cover2025_Review___2026_Outlook_Final Cover2026-02-09https://blog.vineyardglobaladvisors.com/blog/investment-due-diligence-asking-the-right-questionshttps://info.vineyardglobaladvisors.com/hubfs/asking_the_right_questions%20(1080p).mp4/medium.jpgasking_the_right_questions (1080p)asking_the_right_questions (1080p)https://info.vineyardglobaladvisors.com/hubfs/asking_the_right_questions%20(1080p).mp4156nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Investment%20Research.jpgInvestment ResearchInvestment Researchhttps://info.vineyardglobaladvisors.com/hubfs/Asking%20the%20right%20questions.jpgAsking the right questionsAsking the right questionshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-investment-due-diligence.jpgft-img-investment-due-diligenceft-img-investment-due-diligence2023-10-31https://blog.vineyardglobaladvisors.com/commentary/september-market-updatehttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/NDR_SPY_Sep.jpgNDR_SPY_SepNDR_SPY_Sephttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Sep_23_Shutdown%20Analog.jpgSep_23_Shutdown AnalogSep_23_Shutdown 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accountshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-separately-managed-accounts.jpgft-img-separately-managed-accountsft-img-separately-managed-accountshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2023-10-31https://blog.vineyardglobaladvisors.com/blog/is-another-bear-market-rally-on-the-wayhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-is-another-bear-market-rally-on-the-way.jpgft-img-is-another-bear-market-rally-on-the-wayft-img-is-another-bear-market-rally-on-the-way2023-06-09https://blog.vineyardglobaladvisors.com/blog/seven-smartest-money-moveshttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall 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Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Tom2.jpgTom2Tom2https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-smartest-money-risks.jpgft-img-seven-smartest-money-risksft-img-seven-smartest-money-riskshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-06-30https://blog.vineyardglobaladvisors.com/blog/the-5-biggest-marketing-mistakes-advisors-makehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Having%20a%20business%20plan.jpgHaving a business planHaving a business planhttps://info.vineyardglobaladvisors.com/hubfs/Tracking%20marketing%20metrics.jpgTracking marketing metricsTracking marketing metricshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-five-biggest-marketing-mistakes.jpgft-img-the-five-biggest-marketing-mistakesft-img-the-five-biggest-marketing-mistakeshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2023-10-31https://blog.vineyardglobaladvisors.com/blog/private-credit-is-it-right-for-youhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-private-credit.jpgft-img-private-creditft-img-private-credithttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-private-credit-two.jpgft-img-private-credit-twoft-img-private-credit-twohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2024-06-20https://blog.vineyardglobaladvisors.com/blog/risky-business-how-to-reset-your-risk-tolerancehttps://info.vineyardglobaladvisors.com/hubfs/AI-Generated%20Media/Images/Stock%20prices%20going%20down%20aggressively%20because%20of%20tariffs-4.jpegStock prices going down aggressively because of tariffs-4Stock prices going down aggressively because of tariffs-4https://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-risky-business-2.jpgft-img-risky-business-2ft-img-risky-business-2https://info.vineyardglobaladvisors.com/hubfs/ft-img-motorcycle-easy-rider.jpgft-img-motorcycle-easy-riderft-img-motorcycle-easy-riderhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-risky-business-1.jpgft-img-risky-business-1ft-img-risky-business-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2024-02-26https://blog.vineyardglobaladvisors.com/blog/tariff-concerns-and-stock-market-declineshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-motorcycle-easy-rider.jpgft-img-motorcycle-easy-riderft-img-motorcycle-easy-riderhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Trade%20war-2.png2025 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tariffs-42025-03-07https://blog.vineyardglobaladvisors.com/blog/money-life-with-chuck-jaffehttps://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4/medium.jpgTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWhttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4459nonohttps://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp4/medium.jpgthe_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)the_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)https://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp41513nonohttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-the-time-for-cloud-stocks-may-be-now-1.jpgft-img-the-time-for-cloud-stocks-may-be-now-1ft-img-the-time-for-cloud-stocks-may-be-now-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-recession-risk-is-elevated.jpgft-img-recession-risk-is-elevatedft-img-recession-risk-is-elevated2023-06-09https://blog.vineyardglobaladvisors.com/commentary/investment-risk-management-reading-the-signshttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Blog/ft-img-vga-hero.jpgft-img-vga-heroft-img-vga-herohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-investment-risk-management-1.jpgft-img-investment-risk-management-1ft-img-investment-risk-management-12023-10-31https://blog.vineyardglobaladvisors.com/blog/understanding-the-volatility-draghttps://info.vineyardglobaladvisors.com/hubfs/TD_Downside_Capture_950x680.gifTD_Downside_Capture_950x680TD_Downside_Capture_950x680https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-table-discussion.jpgft-img-table-discussionft-img-table-discussionhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balance2024-05-06https://blog.vineyardglobaladvisors.com/blog/income-investing-tour-know-your-optionshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/img-coin-jars.jpgimg-coin-jarsimg-coin-jarshttps://info.vineyardglobaladvisors.com/hubfs/img-glass-building.jpgimg-glass-buildingimg-glass-buildinghttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2024-03-12https://blog.vineyardglobaladvisors.com/blog/seven-best-value-etfs-to-buy-and-holdhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-seven-best-value-etfs.jpgft-img-the-seven-best-value-etfsft-img-the-seven-best-value-etfshttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard/headshots/bio-kendall-dilley.jpgbio-kendall-dilleybio-kendall-dilleyhttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogy2023-10-31https://blog.vineyardglobaladvisors.com/commentary/quarterly-webinar-replay-q3-2021https://info.vineyardglobaladvisors.com/hubfs/Vineyard%20Q3%202021%20Webinar.mp4/medium.jpgVineyard Q3 2021 WebinarVineyard Q3 2021 Webinarhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard%20Q3%202021%20Webinar.mp41507nonohttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-vineyard-global-advisors-Q3-webinar-2021.jpgft-img-vineyard-global-advisors-Q3-webinar-2021ft-img-vineyard-global-advisors-Q3-webinar-2021https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photo2023-10-31https://blog.vineyardglobaladvisors.com/blog/high-yield-bond-funds-draw-cashhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-us-high-yield-bonds.jpgft-img-us-high-yield-bondsft-img-us-high-yield-bondshttps://info.vineyardglobaladvisors.com/hubfs/Tom-1.jpgTom-1Tom-1https://info.vineyardglobaladvisors.com/hubfs/Blog/ft-img-vga-hero.jpgft-img-vga-heroft-img-vga-herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-06-08https://blog.vineyardglobaladvisors.com/blog/money-life-with-chuck-jaffe-1-0https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4/medium.jpgTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWhttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4459nonohttps://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp4/medium.jpgthe_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)the_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)https://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp41513nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-money-life-112023.jpgft-img-money-life-112023ft-img-money-life-112023https://info.vineyardglobaladvisors.com/hubfs/ft-img-recession-risk-is-elevated.jpgft-img-recession-risk-is-elevatedft-img-recession-risk-is-elevatedhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-the-time-for-cloud-stocks-may-be-now-1.jpgft-img-the-time-for-cloud-stocks-may-be-now-1ft-img-the-time-for-cloud-stocks-may-be-now-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-11-20https://blog.vineyardglobaladvisors.com/commentary/the-seasonal-gauntlethttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/VGA%201-1.pngVGA 1-1VGA 1-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/VGA%203.pngVGA 3VGA 3https://info.vineyardglobaladvisors.com/hubfs/VGA%202.pngVGA 2VGA 2https://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA%20Seasonal.jpgVGA SeasonalVGA Seasonalhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Stocks-2.jpgStocks-2Stocks-2https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-02-10https://blog.vineyardglobaladvisors.com/commentary/the-hamas-attack-on-israelhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-hamas-attack-on-israel-1.jpgft-img-the-hamas-attack-on-israel-1ft-img-the-hamas-attack-on-israel-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-11-01https://blog.vineyardglobaladvisors.com/commentary/2025-halftime-reporthttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard%20Global%20Advisors-%202025%20Halftime%20Report.mp4/medium.jpgVineyard Global Advisors- 2025 Halftime ReportVineyard Global Advisors- 2025 Halftime Reporthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard%20Global%20Advisors-%202025%20Halftime%20Report.mp4471nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/2025-05-01%2010_31_40-Q1_2025%20Review%20-%20PowerPoint.png2025-05-01 10_31_40-Q1_2025 Review - PowerPoint2025-05-01 10_31_40-Q1_2025 Review - PowerPointhttps://info.vineyardglobaladvisors.com/hubfs/Q2_2025%20Halftime%20Report_Page_1.jpgQ2_2025 Halftime Report_Page_1Q2_2025 Halftime Report_Page_12025-07-29https://blog.vineyardglobaladvisors.com/blog/tariffs-are-here-what-nexthttps://info.vineyardglobaladvisors.com/hubfs/BB%20chart.pngBB chartBB charthttps://info.vineyardglobaladvisors.com/hubfs/NDR%20Chart.pngNDR ChartNDR Charthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-motorcycle-easy-rider.jpgft-img-motorcycle-easy-riderft-img-motorcycle-easy-riderhttps://info.vineyardglobaladvisors.com/hubfs/AI-Generated%20Media/Images/Stock%20prices%20going%20down%20aggressively%20because%20of%20tariffs-4.jpegStock prices going down aggressively because of tariffs-4Stock prices going down aggressively because of tariffs-4https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-risky-business-2.jpgft-img-risky-business-2ft-img-risky-business-22025-04-04https://blog.vineyardglobaladvisors.com/blog/boomers-and-risk-why-the-attractionhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-risky-business-2.jpgft-img-risky-business-2ft-img-risky-business-2https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/AI-Generated%20Media/Images/Stock%20prices%20going%20down%20aggressively%20because%20of%20tariffs-4.jpegStock prices going down aggressively because of tariffs-4Stock prices going down aggressively because of tariffs-4https://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-stock-market-phone.jpgft-img-stock-market-phoneft-img-stock-market-phonehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-motorcycle-easy-rider.jpgft-img-motorcycle-easy-riderft-img-motorcycle-easy-rider2024-02-26https://blog.vineyardglobaladvisors.com/blog/seven-best-commodities-to-buy-in-2023https://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2023-10-31https://blog.vineyardglobaladvisors.com/blog/tom-samuelson-interview-on-smart-money-circlehttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Tom2.jpgTom2Tom2https://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-tom-samuelson-interview-on-smart-money-circle-podcast.jpgft-img-tom-samuelson-interview-on-smart-money-circle-podcastft-img-tom-samuelson-interview-on-smart-money-circle-podcasthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-12023-08-09https://blog.vineyardglobaladvisors.com/commentary/vga-strategy-market-update-september-2020https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/image-png-May-19-2021-02-17-20-35-PM.pngimage-png-May-19-2021-02-17-20-35-PMimage-png-May-19-2021-02-17-20-35-PMhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/image-png-May-19-2021-02-14-52-65-PM.pngimage-png-May-19-2021-02-14-52-65-PMimage-png-May-19-2021-02-14-52-65-PMhttps://info.vineyardglobaladvisors.com/hubfs/shutterstock_686227327.jpgshutterstock_686227327shutterstock_6862273272023-02-10https://blog.vineyardglobaladvisors.com/commentary/why-the-stock-market-keeps-fading-the-feds-happy-talkhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-why-the-stock-market-keeps-fading-the-feds-happy-talk.jpgft-img-why-the-stock-market-keeps-fading-the-feds-happy-talkft-img-why-the-stock-market-keeps-fading-the-feds-happy-talkhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Blog/why-the-stock-market-keeps-fading-2.pngwhy-the-stock-market-keeps-fading-2why-the-stock-market-keeps-fading-2https://info.vineyardglobaladvisors.com/hubfs/Blog/ft-img-vga-hero.jpgft-img-vga-heroft-img-vga-herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Blog/why-the-stock-market-keeps-fading-1.pngwhy-the-stock-market-keeps-fading-1why-the-stock-market-keeps-fading-12023-10-31https://blog.vineyardglobaladvisors.com/blog/5-reasons-why-smas-are-right-for-youhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-skydiver.jpgft-img-skydiverft-img-skydiverhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-sma-chart.jpgft-img-sma-chartft-img-sma-charthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-bank-baloon.jpgft-img-bank-baloonft-img-bank-baloonhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/img-coin-balance.jpgimg-coin-balanceimg-coin-balancehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-men-baloon.jpgft-img-men-baloonft-img-men-baloon2024-04-16https://blog.vineyardglobaladvisors.com/blog/is-the-6040-model-deadhttps://info.vineyardglobaladvisors.com/hubfs/Pros%20and%20cons%20of%20the%2060%2040%20model-1.jpgPros and cons of the 60 40 model-1Pros and cons of the 60 40 model-1https://info.vineyardglobaladvisors.com/hubfs/Asset%20allocation.jpgAsset allocationAsset allocationhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-is-the-60-40-model-dead-1.jpgft-img-is-the-60-40-model-dead-1ft-img-is-the-60-40-model-dead-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-10-31https://blog.vineyardglobaladvisors.com/commentary/is-that-a-storm-on-the-horizonhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-a-storm-on-the-horizon.jpgft-img-a-storm-on-the-horizonft-img-a-storm-on-the-horizonhttps://info.vineyardglobaladvisors.com/hubfs/undefined-3.pngundefined-3undefined-3https://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2023-10-31https://blog.vineyardglobaladvisors.com/commentary/december-slump-in-strong-yearshttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/image%20(1).jpgimage (1)image (1)https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-summer-melt-up.jpgft-img-summer-melt-upft-img-summer-melt-uphttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/image.jpgimageimage2024-12-30https://blog.vineyardglobaladvisors.com/blog/consistency-over-volitilityhttps://info.vineyardglobaladvisors.com/hubfs/Consistency%20Over%20Volatility.mp4/medium.jpgConsistency Over VolatilityConsistency Over Volatility video. Describes Vineyard's philosophy about risk management.https://info.vineyardglobaladvisors.com/hubfs/Consistency%20Over%20Volatility.mp4317nonohttps://info.vineyardglobaladvisors.com/hubfs/Climbing%20the%20mountain.jpgClimbing the mountainClimbing the mountainhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-getting-off-the-emotional-rollercoaster.jpgft-img-getting-off-the-emotional-rollercoasterft-img-getting-off-the-emotional-rollercoasterhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-motorcycle-easy-rider.jpgft-img-motorcycle-easy-riderft-img-motorcycle-easy-riderhttps://info.vineyardglobaladvisors.com/hubfs/AI-Generated%20Media/Images/Stock%20prices%20going%20down%20aggressively%20because%20of%20tariffs-4.jpegStock prices going down aggressively because of tariffs-4Stock prices going down aggressively because of tariffs-4https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_white2026-08-04https://blog.vineyardglobaladvisors.com/commentary/anticipating-market-stability-inflation-trends-for-mid-2024https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/image004%20(2).pngimage004 (2)image004 (2)https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/image003%20(3).pngimage003 (3)image003 (3)https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/MicrosoftTeams-image%20(12).pngMicrosoftTeams-image (12)MicrosoftTeams-image (12)https://info.vineyardglobaladvisors.com/hubfs/ft-img-market-stability.jpgft-img-market-stabilityft-img-market-stabilityhttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2024-11-08https://blog.vineyardglobaladvisors.com/blog/money-life-with-chuck-jaffe-1https://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4/medium.jpgTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWTom Technicals Interview with Chuck Jaffe on Money Life EDITED NEWhttps://info.vineyardglobaladvisors.com/hubfs/Tom%20Technicals%20Interview%20with%20Chuck%20Jaffe%20on%20Money%20Life%20EDITED%20NEW.mp4459nonohttps://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp4/medium.jpg231031 (3) (1)231031 (3) (1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp4/medium.jpgthe_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)the_time_for_cloud_stocks_may_be_now_(edited).mp4 (720p)https://info.vineyardglobaladvisors.com/hubfs/the_time_for_cloud_stocks_may_be_now_(edited).mp4%20(720p).mp41513nonohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-recession-risk-is-elevated.jpgft-img-recession-risk-is-elevatedft-img-recession-risk-is-elevatedhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-the-time-for-cloud-stocks-may-be-now-1.jpgft-img-the-time-for-cloud-stocks-may-be-now-1ft-img-the-time-for-cloud-stocks-may-be-now-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-12023-10-31https://blog.vineyardglobaladvisors.com/blog/set-it-and-forget-ithttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-set-it-1.jpgft-img-set-it-1ft-img-set-it-1https://info.vineyardglobaladvisors.com/hubfs/ft-img-set-it-2.jpgft-img-set-it-2ft-img-set-it-2https://info.vineyardglobaladvisors.com/hubfs/Blog/ft-img-vga-hero.jpgft-img-vga-heroft-img-vga-hero2023-10-11https://blog.vineyardglobaladvisors.com/commentary/trump-wins-now-whathttps://info.vineyardglobaladvisors.com/hubfs/election2.pngelection2election2https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/2024-11-06%2007_13_35-Bespoke%20Report%20-%20Bespoke-Report-110124-roi4r4433.pdf%20%E2%80%94%20Mozilla%20Firefox.png2024-11-06 07_13_35-Bespoke Report - 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In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/Max%20Drawdown.pngMax DrawdownMax Drawdownhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-its-a-new-bull-market.jpgft-img-its-a-new-bull-marketft-img-its-a-new-bull-markethttps://info.vineyardglobaladvisors.com/hubfs/US%20Personal%20Consumption%20Price%20Index.pngUS Personal Consumption Price IndexUS Personal Consumption Price Indexhttps://info.vineyardglobaladvisors.com/hubfs/Two%20Quarter%20Drop.pngTwo Quarter DropTwo Quarter Drophttps://info.vineyardglobaladvisors.com/hubfs/Estimated%20Regulatory.pngEstimated RegulatoryEstimated Regulatory2024-11-08https://blog.vineyardglobaladvisors.com/commentary/first-quarter-2025-outlookhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/Q1_2025%20Review_Final_Output.mp4/medium.jpgQ1_2025 Review_Final_OutputQ1_2025 Review_Final_Outputhttps://info.vineyardglobaladvisors.com/hubfs/Q1_2025%20Review_Final_Output.mp42531nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/2025-05-01%2010_31_40-Q1_2025%20Review%20-%20PowerPoint.png2025-05-01 10_31_40-Q1_2025 Review - PowerPoint2025-05-01 10_31_40-Q1_2025 Review - PowerPointhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparent2025-05-02https://blog.vineyardglobaladvisors.com/commentary/more-of-a-red-ripple-than-a-red-wavehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Red%20Wave.jpgRed WaveRed Wavehttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-more-of-a-red-ripple-than-a-red-wave-1.jpgft-img-more-of-a-red-ripple-than-a-red-wave-1ft-img-more-of-a-red-ripple-than-a-red-wave-12023-11-01https://blog.vineyardglobaladvisors.com/commentary/2024-third-quarter-reviewhttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/Webinars/3Q24%20Webinar%20Vineyard.mp4/medium.jpg3Q24 Webinar Vineyard3Q24 Webinar Vineyardhttps://info.vineyardglobaladvisors.com/hubfs/Webinars/3Q24%20Webinar%20Vineyard.mp41400nonohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover 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Index-1Consumer Price Index-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-own2023-06-09https://blog.vineyardglobaladvisors.com/commentary/the-upside-in-housing-downsidehttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover 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CPI2023-11-01https://blog.vineyardglobaladvisors.com/blog/ecb-gets-ready-for-a-pivot-on-policy-rateshttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Tom-1-1.jpgTom-1-1Tom-1-1https://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Herohttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/ft-img-ecb-policy-rates.jpgft-img-ecb-policy-ratesft-img-ecb-policy-rateshttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-inflation-percentage.pngft-img-inflation-percentageft-img-inflation-percentage2023-10-31https://blog.vineyardglobaladvisors.com/blog/exceptional-client-service-in-the-digital-agehttps://info.vineyardglobaladvisors.com/hubfs/Professional%20human%20touch-1.jpgProfessional 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(1)https://info.vineyardglobaladvisors.com/hubfs/231031%20(3)%20(1).mp41793nonohttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4/medium.jpg11.22.24_Kendall Dilley11.22.24_Kendall Dilleyhttps://info.vineyardglobaladvisors.com/hubfs/11.22.24_Kendall%20Dilley.mp4467nonohttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpgft-img-seven-best-commodity-stocks-to-ownft-img-seven-best-commodity-stocks-to-ownhttps://info.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpgvideo-thumbnail-the-winemaking-analogyvideo-thumbnail-the-winemaking-analogyhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-vga-harvest.jpgft-img-vga-harvestft-img-vga-harvesthttps://info.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpgft-img-new-bull-market-1ft-img-new-bull-market-1https://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2024-02-26https://blog.vineyardglobaladvisors.com/commentary/2026-first-quarter-reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4/medium.jpgQ1 2026 Final Cut ReviewQ1 2026 Final Cut Reviewhttps://info.vineyardglobaladvisors.com/hubfs/Q1%202026%20Final%20Cut%20Review.mp4734nonohttps://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4/medium.jpg2025 Review & 2026 OutlookJoin us for a detailed analysis of the 2025 year-end review and the outlook for 2026 as Tom Samuelson, Chief Investment Officer, and Kendall Dilley, Portfolio Manager, share their insights on market trends and investment strategies. In this video, we cover: - **2025 Performance Overview**: A recap of a year marked by volatility, driven by the Trump administration's policies, including tariffs and deregulation that influenced investor confidence and market performance. - **2026 Predictions**: Insights into expected market conditions, highlighting the potential for a pullback due to stretched valuations, while remaining optimistic about the U.S. economy's resilience and growth prospects. - **Economic Indicators**: An analysis of strong economic growth, resilient consumer behavior, and moderating inflation, with expectations of further earnings growth and Federal Reserve actions in the coming year. - **Market Dynamics**: Discussion of the AI bull market and its parallels with past market trends, as well as the implications of valuation resets and interest rate fluctuations. - **Investment Strategy**: An overview of Vineyard's barbell approach, balancing exposure to secular growth themes and cyclical value, with a focus on sectors poised for growth, including technology, financials, and housing. Key takeaways include actionable insights on navigating market volatility, understanding the importance of economic indicators, and strategies for optimizing your investment portfolio in 2026. Tune in for a comprehensive understanding of the current investment landscape and how to position your portfolio for success in the upcoming year. For more detailed data and charts, be sure to check out the supplemental materials provided.https://info.vineyardglobaladvisors.com/hubfs/2025%20Review%20&%202026%20Outlook.mp4697nonoEconomicOutlookMarketPerformanceAIImpactFinancialAnalysisInvestmentStrategieshttps://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp4/medium.jpgVGA 2025 Third Quarter ReviewWelcome to Vineyard Global Advisors' third-quarter review and 2025 outlook, where we dissect the current market landscape and what lies ahead for investors. In this insightful session, Chief Investment Officer Tom Samuelson, alongside portfolio manager Kendall Dilley and head trader Sam Kaler, provides a thorough analysis of recent market volatility and the factors contributing to this year's performance. Key topics covered in the video include: - **Market Recovery**: Understand how the S&P 500 rebounded from a 21% plunge earlier this year due to external policy impacts, including tariff negotiations, and how it reached new all-time highs by the end of Q2. - **Economic Insights**: Learn about the transition from policy headwinds to tailwinds, driven by pro-business legislation that supports growth, such as the One Big Beautiful Bill. - **Investment Strategies**: Discover the strategic positioning of Vineyard, emphasizing technology and AI, and how these sectors are expected to drive future growth amidst potential risks. - **Risk Analysis**: Delve into the concerns surrounding stretched valuations, geopolitical tensions, and the health of the auto lending market, while gaining insights into how these factors may impact the broader economy. - **Future Outlook**: Gain a forward-looking perspective on market conditions, including expected Fed interest rate cuts and the seasonal trends that typically favor investors from November to April. By the end of this video, viewers will have a clearer understanding of the current financial climate, actionable insights into investment strategies, and a well-rounded view of what to expect as we close out 2025. Join us for a detailed exploration of these critical insights, ensuring you are well-prepared to navigate the evolving investment landscape.https://info.vineyardglobaladvisors.com/hubfs/vga-2025-third-quarter-review.mp41183nonohttps://info.vineyardglobaladvisors.com/hubfs/Cover.jpgCoverCoverhttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_white.pngVineyard_GlobalAdvisors_logo_whiteVineyard_GlobalAdvisors_logo_whitehttps://info.vineyardglobaladvisors.com/hubfs/Vineyard_GlobalAdvisors_logo_transparent.pngVineyard_GlobalAdvisors_logo_transparentVineyard_GlobalAdvisors_logo_transparenthttps://info.vineyardglobaladvisors.com/hubfs/social-suggested-images/Cover%20Photo.pngCover PhotoCover Photohttps://info.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpgVGA_HeroVGA_Hero2026-05-05