Category: Uncategorized

The Economic Outlook for Q4 2025

The economy is showing two different sides right now. On the one hand, job growth is starting to slow pretty sharply. On the other hand, economic growth remains quite strong. Today’s video will dive into

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How Are Today’s Mega Cap Stocks Different?

Creative destruction is supposed to topple giants. New ideas come along, old leaders fade, but this cycle feels different. The largest U.S. platforms haven’t blocked innovation. They’ve organized it, they’ve monetized it, and they’ve scaled

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Why Did the Fed Lower Rates?

The Fed has restarted its easing strategy to bring short-term rates down. To understand the potential market reactions, we have to determine why the Fed is taking action. Is it a recalibration, or is it

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The Rise of the Retail Investor

Retail investors are driving more of today’s market action than ever before. Focus Partners’ Kevin Grogan shares what is behind this trend and what it may mean for long-term investors. The retail investor movement began

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