Joe’s Quarterly
Review
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.
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.
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
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.