ADVANCE \ DECLINE | Managing Money's Ups & Downs
Stephen Kates, CFP®Financial news, insights, and strategy.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 101 | Founded | 4 years ago | Last Issue | 9 days ago |
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stephenkates.substack.comLatest Issues
Oil is keeping it 💯
U.S. stocks finished the holiday-shortened week lower but found some optimism on Friday as a four-day losing streak ended. The week was dominated by discouraging news of escalation in the Middle East, which pushed oil prices higher and cont...
Strong Jobs. Sticky Prices. Tough Choices.
The U.S. economy reiterated its enduring strength this week. August data showed that the labor market was healthier than expected, and business activity points toward further economic expansion. Sounds good! Unfortunately, inflation remains...
Invasive Hawks in Wyoming
As we look toward September, investors have something special that has been in short supply over the past year or so: a little clarity. It was a packed week for both economic and market news. Some was good, and some was bad.
Three of the t...
Bonds Take the Spotlight
This week’s edition:
Summary
Why long-term yields keep rising
The economy is still holding up
What this means for investors
What’s next
Quick word for income investors
After a strong run th...
Melting Up
Woo Hoo! It’s good to be back.
The stock market, like the temperatures in North Carolina, is heating up as the summer rally continues. The S&P 500, S&P 500 equal-weight, and Russell 2000 all reached fresh all-time highs during the week. T...
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Authors
The writers behind this newsletter.
I help individuals and families grow and protect their wealth. 15+ years in finance as a wealth advisor, speaker, and writer.
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