Monthly Update - October 2025
October 7, 2025 •Nathan Willis
September Review – Groundhog Day in Washington
Washington has given us yet another government shutdown; the September 30, midnight shutdown capped...
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Weekly Investment Update September 29, 2025
September 29, 2025 •Peter Klingelhofer
Key Events: The AI arms race reached new heights
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Weekly Investment Update September 22, 2025
September 22, 2025 •Nathan Willis
Key Events: The Fed gives an “Insurance” rate cut
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Weekly Investment Update September 15, 2025
September 15, 2025 •Peter Klingelhofer
Key Events: Data continued to signal a rate cut
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Weekly Investment Update September 8, 2025
September 8, 2025 •Nathan Willis
Key Events: A weakening employment picture
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Monthly Update - September 2025
September 2, 2025 •Peter Klingelhofer
August Review – Powell Pivot in Jackson Hole Signals Potential Path to Lower Rates
At this year’s Jackson Hole Symposium, Fed Chair Jerome Powell...
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Weekly Investment Update August 25, 2025
August 25, 2025 •Peter Klingelhofer
Key Events: Powell provides a path to lower rates
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Weekly Investment Update August 18, 2025
August 18, 2025 •Nathan Willis
Key Events: The Alaskan summit disappoints
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Weekly Investment Update August 11, 2025
August 11, 2025 •Peter Klingelhofer
Key Events: Tim Cook visits the White House
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Monthly Update - August 2025
August 4, 2025 •Nathan Willis
July Review – Balancing Strength and Strain
Markets entered the third quarter with a more measured tone, taking a breather after the strong rally...
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