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Weekly News, Blogs And A Look Into Our Thoughts
Insights
Growing But Slowing, Stocks Recover, an Event For Me
August 10, 2025 U.S. CORPORATE EARNINGS: Of the 452 S&P 500 companies that have reported second quarter earnings, 80% have exceeded...
Aug 104 min read
An Orderly Succession, Soft Economic Numbers Lead to Stock Pullback, and Abby
August 3, 2025 A SPECIAL ANNOUNCEMENT: This week in MacGray Matter, I want to start off with a special announcement which has already...
Aug 37 min read
Should You Invest At All Time Market Highs? And the Dreaded Selfie
July 27, 2025 HEAVY WEEK OF CELEBRITY DEATHS: Over the past week, the world lost of lot of talent in the entertainment world: ...
Jul 274 min read
Higher Stocks and Retail Sales, Housing in Limbo, and Small Caps Ready to Rise?
July 20, 2025 INFLATION RISES A BIT: In June, the Consumer Price Index (CPI) increased by 0.3%. The 12-month inflation rate rose to...
Jul 206 min read
Markets Hovering, Reading the OBBBA, Gambling is Bad, Where is the Left Glove?
July 13, 2025 LITTLE MOVEMENT: In another week of tariff threats, the week ended close to where it began, near record highs. On Friday,...
Jul 134 min read
BBB, Mixed Economic Signals, and a Big Anniversary
July 6, 2025 THE "BIG BEAUTIFUL BILL": Congress finally passed, and President Trump signed into law, the bill officially known as the...
Jul 63 min read
Why Consumer Sentiment Matters and What to Watch For
Markets often respond to facts: earnings reports, economic data, and policy decisions. But they also react to something harder to...
Jul 12 min read
Holding Too Much of One Stock? Why Faith-Based Direct Indexing May Be a Better Path Forward
If you’ve built your wealth through a corporate role, equity compensation, or an inheritance, you may hold a large percentage of your net...
Jul 12 min read
Do You Know the Beta of Your Portfolio? Here’s Why It May Matter to Your Peace of Mind
Volatility is part of investing. Markets rise and fall, and individual investments may swing even more dramatically than the broader...
Jul 12 min read
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