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Aug 14, 2025

Posts (16)

Dec 3, 20251 min
Market Update - Don't Blink
It’s the final month of the year… whew, where did the time go? Funny thing is, science tells us that you aren’t just imagining it… time is indeed passing faster, not physically, but relatively. Why? If you think back to childhood, we were hyper-focused on the present moment. With every event seeming like the MAIN event, time felt slower. Today, as adults, we are instead focused on what’s happening beyond this moment, often multitasking, planning, and constantly thinking ahead. Nowadays, the...

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Nov 24, 20252 min
Market Update - Bear Wrestling
It’s Thanksgiving week where many of us will get ready for family members will converge under one roof… This year, that roof will be mine…  Some may come packing rolls and green bean casserole… others will come packing fridge opinions, poorly timed critiques, and unfilled thoughts… but hey, what’s a family Thanksgiving without a little drama… and I don’t know about you, but I personally look forward to Uncle Joe telling the same story over and over about how kids these days are too soft and...

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Nov 22, 20252 min
Market Update - Payroll Playbook
Our first official post-shutdown jobs number was delivered, and the market has spoken. The headline was 119k new jobs added in September, basically double what the market expected. However, not so fast. August was revised down to 6k, and the unemployment rate ticked still higher to 4.44%, the highest since October 2021.   The first place we look is from the Fed vantage point. A stronger jobs headline does give them breathing room (even if unemployment ticked higher). The futures markets are...

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