The Monthly Bugle - February 2025 Newsletter (Issue #4)
- havenlambert1
- Feb 21
- 3 min read
Updated: May 21
Tech Stock Scare
DeepSeek Raises Concerns About U.S. AI Dominance
In early February, Chinese company DeepSeek released new AI technology that rattled the American stock market. DeepSeek’s AI is said to be more efficient than leading American-owned AI, and it can be produced at a fraction of the cost. The news caused an immediate reaction in the markets; the S&P 500 and the NASDAQ both suffered significant drops. Things eventually leveled out, but this example should give pause to American investors - are we putting too much faith in just a few stocks? For more on DeepSeek and what it could mean for the future of AI, tune in to our DeepSeek video on the Reveille YouTube channel.
A Message From Managing Partner Stephen Weitzel
My wife and I plan to take our three kids (ages 11, 9, & 7) to the Pacific Northwest this summer. Recently, we sat them down to share some of what we plan to see, and one of the areas I’m excited to visit is Mt. Saint Helens in the Cascade Mountain Range. Of course, my children have never heard of Mt. Saint Helens, so I told them there was a massive volcanic explosion that impacted not just the region, but ultimately the entire world. While we look back today knowing that Mt. Saint Helens erupted in May of 1980, prior to her eruption there were many warning signs: earthquakes, small plumes of gas and debris, and a bulging mountain side. The US Geological Survey pleaded with locals and visitors to vacate the area. Many listened, but of course others, to their ultimate peril, did not. Those who remained in the area despite those warnings likely experienced many bright, sun shiny days - until they didn’t. And then, it was too late. In some ways, today’s markets give me similar vibes. There are signs of bulging excess and occasional market tremors, the DeepSeek news being the most recent example. My fear is that many investors are too focused on the sunshine and dismissing the risk these tremors represent. For their sake, I hope this isn’t a proverbial active volcano.
In Case You Missed It:
New Bugle Notes Episode
Episode 8 of our Bugle Notes Podcast is out NOW! Tune in as Patrick Hill and the Reveille Investment Committee continue their discussion on the growing American debt problem. Bugle Notes is available on both YouTube and Spotify.
Mini Market Updates
Have you seen any of our mini market updates? Every week, Reveille posts a short update video on our social media channels to keep you informed on movements in the market. Follow us on social media so you never miss an update!
Football Predictions
Before the big game, we went around and asked everyone at the office who they wanted to win. Check out the video on our social medias to see which team was the office pick, and who was disappointed by the outcome...
From Our Social Media:
Follow us @reveillewealth to keep up to date on all things Reveille!
Around the Office:
All Star Charts Portfolio Accelerator Conference
In January, Managing Partner Stephen Weitzel and Chief Operating Officer Michael Bennicelli attended the All Star Charts Portfolio Accelerator Conference in New York City. The conference provided a great opportunity to meet with investors and portfolio managers from across the country. While there, Michael and Stephen also toured the New York Stock Exchange.
Reveille's 4th Anniversary
On January 15, we celebrated Reveille’s fourth birthday! Thank you to our clients for an amazing four years. We are truly grateful for the trust that you continue to place in us. We're looking forward to many more years of serving you!
Any opinions are those of Reveille Wealth Management and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
The foregoing information is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The NASDAQ composite is an unmanaged index of securities traded on the NASDAQ system.
Comments