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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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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Weekly Investment Update July 28, 2025
July 28, 2025 •Nathan Willis
Key Events: Tariff deal accomplished
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Weekly Investment Update July 21, 2025
July 21, 2025 •Nathan Willis
Key Events: The Fed’s “Apprentice” reboot
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Weekly Investment Update July 14, 2025
July 14, 2025 •Peter Klingelhofer
Key Events: Tariff threats renewed with extension
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