Once again it was a whirlwind of a week for the markets. We had an election, the Dow's best day since April 2025 (even though I personally don't follow or quote the Dow, it did make mainstream headlines), followed the next day by the S&P 500'
Once again, I was on the road speaking at conferences, which seems to be when the most exciting things happen with the market! I had another keynote at an FPA annual symposium, again presenting our "AI: Boom, Bubble, or Both" presentation. To say it was timely would be an understatement.
When we started Monday Morning Musings during COVID, the idea was simple: a quick rundown of everything on my mind during a busy time, usually a sentence or two and a chart. I was away from the office at a conference last week, so I am also playing catch-up
I often say, "the market moves in cycles". That is certainly true of the news that drives the markets. When I wrote the newsletter at the end of September, I wrote a rough outline of the themes I wanted to cover each week of October in the blog. That draft
Last week I was at an advisor conference. While I was there to speak that afternoon on AI, I arrived early enough to sit at SEM's table during the "speed dating" session. (It's officially called roundtables, but you have 8 minutes to give your message and then repeat
