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Weekly News, Blogs And A Look Into Our Thoughts
Insights


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


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 184 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 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
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