Top 7
Headlines from the last few months have been interesting. In no particular order, I’ve seen the following.
The FOMC cut the fed funds rate by 0.25% in September. A similar rate cut is expected in December.
Nvidia hit a $5 trillion market cap on October 29th, 2025 and has a P/E of 44.
Palantir Technologies has a market cap of $400 billion and sports a P/E of 380.
Michael Burry, of “The Big Short” fame, has shorted Palantir and Nvidia, among others. And has shut down and is liquidating his hedge fund, Scion Asset Management.
President Trump has floated the idea of a 50-year mortgage.
October 30th Email Headline – “As Nvidia crosses $5 Trillion, 5 Charts on the Unstoppable Tech Rally”.
Data centers are the growth area in commercial real estate.
25 years ago there were roughly 5500 U.S. based publicly traded companies. In 2020? About 4000. Today? About 4700. By contrast, there are more than 12,000 mutual funds and ETFs in the U.S.
Recurring Email Headline “Why Livestock Investing is Right for Your Clients”.
Tariffs and the administration’s approach to foreign affairs continue to create uncertainty.
So with all those headlines, and with major indices at or near all-time highs, what should we do? Seven ideas.
Limit time on tech tools and exposure to headlines. Delete 20% of the apps on your phone.
Build a cash reserve. In the current environment, focus on 12 to 24 months of operating in cash reserves.
Focus on buying stocks of companies which pay dividends and meet the basic needs of people.
Plan and pay for a weeklong trip for your extended family. Have lots of conversations. Take pictures.
If your parents or siblings are still living, call them every week. Record a call with them so you will always have a record of their voice.
Plan and enjoy a long weekend with your spouse.
Write down 10 things you are grateful for and review the list every morning. Keep adding to the list.
Until we see you again, wishing you only the best.