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Weekly News, Blogs And A Look Into Our Thoughts
Insights
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
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 6, 20253 min read
Unpredictable, New Highs, Indecisive Consumers, and Arugula is No More
June 29, 2025 THE STOCK MARKET IS UNPREDICTABLE: On Monday morning, I was in an internal investment committee meeting. One of the CFAs...
Jun 29, 20254 min read
War, Mixed Economic Signals, and Bad Concrete
June 22, 2025 STOCK PRICES HOLD: Investors were watching the Middle East all week as the market, during a holiday-shortened week, did...
Jun 23, 20254 min read
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