Joe’s Quarterly <br/> Review

Joe’s Quarterly
Review

Joe’s Quarterly <br/> Review
Tearsheets

Tearsheets

Updated tearsheets are now available

To access them, please navigate to the Investment tab. Under the Action column, click “View Documents” next to the corresponding portfolio.

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Market Update​

Market Update​

WEEKLY

Markets Rise Amid
Limited Economic Data

It was another week of limited economic data and new equity market highs, as many government-produced reports remained on hold. The delayed Consumer Price Index was released despite the government shutdown, given its importance for this week’s Federal Reserve meeting and the 2026 Social Security cost-of-living adjustment. As of Friday, October 24th, the Nasdaq Composite led major indexes with a 2.3% gain, followed by the Dow Jones Industrial Average up 2.2%, and the S&P 500 rising 1.9% for the week.

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Manager Thoughts​

Manager Thoughts​

MONTHLY

Markets Rise Amid
Limited Economic Data

It was another week of limited economic data and new equity market highs, as many government-produced reports remained on hold. The delayed Consumer Price Index was released despite the government shutdown, given its importance for this week’s Federal Reserve meeting and the 2026 Social Security cost-of-living adjustment. As of Friday, October 24th, the Nasdaq Composite led major indexes with a 2.3% gain, followed by the Dow Jones Industrial Average up 2.2%, and the S&P 500 rising 1.9% for the week.

Announcements

Announcements

Inflation Eases Slightly in September​

It was another week of limited economic data and new equity market highs, as many government-produced reports remained on hold. The delayed Consumer Price Index was released despite the government shutdown, given its importance for this week’s Federal Reserve meeting and the 2026 Social Security cost-of-living adjustment. As of Friday, October 24th, the Nasdaq Composite led major indexes with a 2.3% gain, followed by the Dow Jones Industrial Average up 2.2%, and the S&P 500 rising 1.9% for the week.

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