The Weekly Update 10/02/2026™
Created by Jim Lunney, CFP®
Not Too Shabby!
As I detailed in last week's update of The Weekly Update™, "in only 11 months we have gone from what is A.I. to humanity as we know it will perish." (Read it Here)
Yes, September, historically the worst performer of the twelve, was volatile. We now enter the second worst month of the twelve, October. Not to mention that nasty election that will conclude on November 3rd, 2026. So, the quote like the one above doesn’t help reduce volatility!
Not fun - I don't enjoy the volatility much myself. Yet, we are once again setting the stage for the next launch to the upside in the valuations of Corporate America.
The valuations of Corporate America are getting cheaper by the day versus how much the company's profits are increasing. I detailed this in The Weekly Update on 8/28/2026. (Read it Here)
The prices we pay today are cheaper versus earnings, as measured by the price-to-earnings ratio (P/E ratio), than at the beginning of 2026. Investors are afraid to the point of losing their collective minds.
My question, scared of what?! Let's review.
· Record household wealth
· Record cash in the bank
· Record mountains of cash in money markets
· Record earnings
· Record profit margins
· Record cash flows
· Record order books
· Record pipeline demand
· Record GDP output
And all are accelerating upward. I could add many more positives, but you get the point!
You have a choice to have “Faith In” or “Fear Of” ... The Unknown. You know my choice!
As always, your WSG team remains focused, thoughtful, and on purpose as we continue the ongoing process of allocating The WSG client family assets entrusted to our oversight.
I did not say market valuations go straight up, and I did not say without volatility, yet the data flow suggests the good old USA has a very bright outlook.
P.S. I write and post The Weekly Update every Friday versus emailing so I don't fill-up the client family's email inboxes. If you'd like to read them each Friday, just go to TWSG website at https://www.wealthstratgroup.com. Once there, click on my photo and it takes you to my investment philosophy and methodology page. In that verbiage are green hot links to The Weekly Updatelibrary as well as the library for the monthly piece I write and e-blast each month, The Seven Signs of a Changing Economy.™
Thank you for your trust and confidence. As always, I am interested in your thoughts, comments, and observations. Feel welcome to call, email or stop by the office and say Hi.
Respectfully,
James O. Lunney, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
The Wealth Strategies Group
7761 Shaffer Parkway, Suite 100
Littleton, CO 80127
Ph. 303-933-2107 Fax 303-933-7175
*The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Investing involves risk. Loss, including loss of principal, may occur. No strategy assures success or protects against loss. All performance referenced is historical and there is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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