Over the past 30 years of managing investor portfolios, the theater of financial markets has produced some of the most interesting and sometimes comical characters of Wall Street. Most importantly is how we can learn from them and identify who we should listen to for advice and those simply to watch and listen. In this Weekly Brief, we feature the fun of this theater from the opening act early each morning and the willing participants of Wall Streeters, all of us investors. Its great entertainment this financial theater and for many a terrific way to grow your investment account.

The US continues to improve in nearly every industry sector and none better than the record 23 consecutive monthly gain in factory and manufacturing production. The Federal Reserve is causing a re-balance of economy with many long term benefits to investors. Listen in this Weekly Brief our positive analysis and forecast of the stock market and economy.

The next 60 days represent the "holiday season" and for us some of the most memorable times of the year. Read in this Brief the joys of this time of the year and what you can look forward to.

Life is like one long hike. Planning, preparation, and proper supplies will assure a successful hike as it will also in life. Listen to this issue, our experiences hiking in Maui, and the life lessons we learned along the way.

The holiday season is near and in this Weekly Brief we review projections for holiday sales this season. The stock market has started the fourth quarter with a bang and we discuss what will be needed to continue this rally.

History has many experiences of the Dow Jones Industrial Average selling off and entering new bear markets (down > 20%). However, the Dow Jones has always recovered from a selloff and in many situations rallied to new highs within 24 months. In 2020, the Dow Jones plummeted 37% in 40 days but was back to its previous high by November 13 or in 275 days. Listen in this Weekly Brief our review of past stock market corrections and subsequent rallies that demonstrate the resilience of the US economy and stock market.

Is the housing market on track for another bust of declining home prices and high vacancies? Listen in this Weekly Brief our review of this week's National Association of Housing Builders and our view of the future of the residential housing market.

This week I attended the Advisor Circle Future Proof conference in Huntington Beach, CA. In this Brief I review comments from key speakers on the economy and stock market. Hint, they are not panicking.

The saying is the stock market rises like a staircase and drops like an elevator. Listen in this Weekly Brief why we remain optimistic and propose patience over panic as your investment strategy.

Jerome Powell gave his speech last week and Wall Street is having a fit. Federal Reserve is not giving them what they want! Can the Federal Reserve successfully tame the inflation challenges of the future of our economy? Listen in this Brief our view of Jerome Powell's speech and most importantly his missed insights that evidence points to their policy is working.