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Weekly News, Blogs And A Look Into Our Thoughts
Insights


Volatility, Rising Markets, AI Construction, and Number Seven!
October 19, 2025 THE SHUTDOWN PART THREE: It is week three, and little sign of a deal. Both sides are blaming the other trying to score political points, but markets do not seem to be affected so far. VOLATILE AND POSITIVE WEEK: Volatility is the word for the week. Yes, stocks ended the week strongly positive, but volatility was the price to get there. There are lots of worries on investors' minds, which generate negative trades on some days. And then there are other da
2 days ago4 min read


Shutdown and Tariffs, Calmer Bonds, and Digging a Trench
October 12, 2025 THE SHUTDOWN PART DEUX : It is week two, and there is no end to the shutdown in sight. No one has blinked yet. ...
Oct 124 min read


Shutdown, Tepid Economy, Stocks Rise, Little Ones
October 5, 2025 THE SHUTDOWN: The current budget process was created in 1976. It has produced 11 shutdowns. A shutdown occurs when...
Oct 54 min read


Markets Tread Water, Mixed Economic News, Long-Term Care, and Celebration
September 28, 2025 MARKETS BOUNCE BACK ON FRIDAY, BUT END THE WEEK NEGATIVE: Stock markets have been on an extended rally, and as...
Sep 285 min read


Interest Rate Relief, Stocks Up, Social Security Clock Ticking, and Gators
September 21, 2025 THE FED LOWERS ITS KEY INTEREST RATE: Last week, as expected by just about everyone, the Federal Reserve lowered the...
Sep 215 min read


Big Revision, The Lower Rates are Coming, Mixed Inflation Numbers, and Grief
THE LABOR MARKET HAS BEEN WORSE THAN WE WERE LED TO BELEIVE: Every August or September, the U.S. Bureau of Labor Statistics publishes a set of revisions to its payroll growth numbers. The revisions are more comprehensive and accurate because they are based on state unemployment insurance tax records, not surveys. Last week, the BLS issued a revision to its numbers for the year that ended March 2025. It adjusted the number of new jobs downward during that period by 911,000.
Sep 155 min read


Troubling Jobs Data and Heroes
September 7, 2025 NOT MANY NEW JOBS: In August, the U.S. economy added 22,000 jobs. The unemployment rate is now 4.3% (was 4.2% last...
Sep 74 min read


Lower Interest Rates Boost Smaller Company Stocks and Home Sales, and the Ironic Amish
August 31, 2025 INVESTORS SELL BEFORE LONG-WEEKEND: Some fear in the artificial intelligence sector caused a bit of a sell-off on...
Sep 13 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 245 min read
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