Life in the Markets

Midterm election years have historically brought more market ups and downs, and the year after has often looked quite different. In this episode, we look at why elections tend to stir up uncertainty, what the historical pattern has been, and how to keep it in perspective for your long-term plan. Past results don't guarantee what happens next, but understanding the history can help you stay calm and focused. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purc...

Last week, the 10-year Treasury yield hit its highest level since 2007, yet most major stock indices still finished the week higher. In this week's update, we break down what's pushing bond yields up, why the move may not be as alarming as the headline suggests, and why we're keeping a close eye on the cost of the AI buildout. Watch the video or read the full article to see what it means for you. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purchase Tim's ...

The Fed raised rates this week, and the bond market barely blinked. The 10-year Treasury briefly crossed 5% for the first time since 2007 before settling at 4.991%, but yields stayed remarkably flat, a far cry from the wild ride of 2022 and 2023. This week we explain why the percentage change matters more than the basis points, and why bonds may finally be getting back to being the boring, steady part of your portfolio. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology...

This week brought a strong jobs report, a hotter-than-expected core CPI, and housing affordability slipping further out of reach. But underneath the headline numbers is a quieter trend worth our attention: men's employment has gone flat while women's has climbed, and the marriage data suggests that shift reaches well beyond anyone's portfolio. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purchase Tim's Book, The Good Steward Visit TheLifeGroup.org The to...

Kevin Warsh gave his first Jackson Hole speech as Fed chairman on Friday, and while he never said the words "rate hike," traders heard them anyway. Odds of a September increase jumped from 35% to 62% by the afternoon. We also look at a new Venezuela oil deal, Nvidia's blowout quarter, and why the jobs report this Friday may matter more than anything Warsh said. Visit the Show Notes page. Watch on YouTube Subscribe to The Stewardology Podcast Purchase Tim's Book, The Good Steward Visit TheLife...