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Weekly News, Blogs And A Look Into Our Thoughts
Insights
Volatility Is a Test of Belief (Not Just Risk Tolerance)
Markets rise, markets fall. Sometimes, the swings are mild. Other times, headlines and uncertainty create sharp reactions. When that...
Aug 26, 20252 min read
What Does a Strong Jobs Report Really Mean for Investors of Faith?
Each month, the release of the U.S. jobs report captures headlines and sparks market movement. A strong report in May 2025, which showed...
Aug 26, 20252 min read
Powell Says What Investors Wanted to Hear, More Driving, and More Electricity
August 24, 2025 FED CHAIR POWELL SPEAKS: Fed Chair Jerome Powell spoke from Jackson Hole on Friday. His remarks were described by many...
Aug 24, 20255 min read
Inflation Rises and the Markets Like It, the Fall of the Dollar, and a Scary Visit
August 17, 2025 INFLATION NUMBERS MOVE IN THE WRONG DIRECTION: Last week, the new Consumer Price Index and Producer Price Index numbers...
Aug 18, 20254 min read
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 10, 20254 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 3, 20257 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 27, 20254 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 20, 20256 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 13, 20254 min read
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