Market Mindset

Not Your Typical Market Report

Back to the Future and Forward in Faith

“Hey Doc, we better back up!” Marty said at the end of Back to the Future. “We don’t have enough road to get up to 88.” “Roads?” Doc Brown said as he put his metallic visor down over his eye. “Where we’re going we don’t need … roads.” The wheels folded under the carriage of the DeLorean, the trumpets played and the timpani thumped loudly into a crescendo as the time machine turned and rocketed off through the air as a flying car…

November 7, 2025

The Tempest of Technology: When AI Invades the Isle of Wall Street

“I was the man in the moon when time was!1” Stephano said as he lorded over Caliban in Shakepeare’s The Tempest, not realizing the primitive islander’s acumen was far greater than he suspected. After the characters were shipwrecked on an island inhabited only by Caliban and a tree spirit, Caliban meets the drunken duo of the starry-eyed butler, Stephano and his jester-friend Trinculo…

October 30, 2025

Breaking Up with Big Tech: Google, Amazon, and the AI Disruption Ahead

Breaking up is hard to do. 2025 has been the year for so many couples, schools and coaches, or mal-merged companies to find themselves in Splitsville. Orlando Bloom must have heard Katy Perry Roar this year as that power couple of 9 years recently went their Separate Ways and are now Worlds Apart, with one of the two possibly headed back to Middle Earth…

October 24, 2025

Tis the Season for Fall Festivities, Christmas Lists & Your Year-End Tax Game Plan

It’s almost that time of the year again! It’s almost – List Season!! It’s not so charming when you put it that way, huh? Christmas is coming up fast and assuming none of y’all actually make Santa’s Naughty List (we’ve got our eye on a few of you – you know who you are)

October 15, 2025

The Sixbucks Syndrome: How Daily Habits Shape Lifelong Wealth

This column today is written for you and your children, or younger loved ones, whatever the relationship may be, friend or family member. I want you to share it with them because I’m going to talk about habits, specifically setting the patterns of behavior in your lives that will lead to wealth, and the passing on of such habits to the next generation…

October 10, 2025

D.C. or Dollywood: Balancing Budgets, Debt, and the Dollar’s Decline in a Government Shutdown

You can bet on anything these days. If you’re feeling lucky, the over/under on the government shutdown is 13 days. Those are the odds on Kalshi and that would make it the 5th-longest government shutdown in history. For fans of limited government and reduced spending, this sounds like a wonderful development. Normally I’d agree…

October 3, 2025

All-Weather Investing: Thriving Through Market Highs, Lows, & Everything In Between

September 25, 2025

Have you ever taken on a difficult research project where the data is just all over the place and it’s difficult to come to any conclusions at all? I can tell you that economic analysis and reviews of market indicators have gotten like that lately. So, with tasks like this let’s just say it’s important to enjoy the process…

What the Fed’s Rate Cut Means for Your Wallet & Investments

September 18, 2025

The Doves have spoken, and the Dots of the Future are plotted. If it sounds like an ancient oracular process, you would be correct. At the most ancient Hellenic oracle of Dodona, priests interpreted divine will through the cooing of doves nesting in the sacred oak tree. Homer described being able to hear Zeus’s will at Dodona. And with all the dubious statistics…

Staying Financially Prepared Amid Life’s Uncertainties

September 11, 2025

It’s been a tough morning. Or rather, it’s been tough mourning. For this admittedly sensitive, Christian husband and father of two boys, the last couple of weeks of news has really been hard to process, even when I don’t personally know any of the parties involved, and I just feel raw…

What Falling Beer Sales & Retail Trends Reveal About the Economy

September 4, 2025

We’re drinking less beer. I’m serious. Beer sales are down. As a former pub owner, I’ll be the first to tell you that this is a problem, all health concerns aside for a moment. If you were tailgating this past weekend at the Clash of the Tigers at the now-disputed Death Valley (sorry – too soon?), you’d probably say I was crazy as I’m sure the alcohol was flowing…

Demystifying the Federal Reserve & Its Impact on Your Investments

August 28, 2025

“The Federal Reserve has no reserves and they’re absolutely not part of the Federal government.” The infamous Rep. Madison Cawthorn might have been wrong about the reserves part (it depends on how you account for the Fed’s loan balances), but he was right about the Federal Reserve not being a part of the government…

From Baseline to Bottom Line: What Tennis Tactics Can Teach Us About Market Strategy

August 22, 2025

“You’re not very intimidating, you know?” Andre Agassi calls out through his headset mic to Roger Federer as Roger bounces the ball before his serve. “You’re disarming yourself! You’re very Swiss, I don’t know what it is.” The crowd watching the doubles exhibition match laughs. Some have their mouths gaping open in shock….