The Weekly Update 9/05/2025™
$30,000,000,000 and Climbing!
As time stamped in the purple box in the chart below, our U.S. Economy is now clicking higher than $30 trillion.
Just FYI, that recession prediction that has been in the press for almost three years was, is and likely will be so wrong it is not even funny anymore!
Check it out!
If you think Artificial Intelligence (A.I) “is coming” you are much, much too late. It arrived in many forms over the last few years and has already had an incredibly positive impact on the earnings of Corporate America.
Where is this A.I.? Automated vehicles, robots in auto manufacturing (among other manufactures like microchips) and “search” engines like GROK and Perplexity. Personally, I love Perplexity. This of course is all so positive that a brain-dead journalist would never report it, let alone… hold your breath, investigate it!
Nope, our news sources remain primarily focused on finding the next negative and scary monster to roll out on stage. The fear level this creates can be seen in this week’s “special question” in The Bull (positive outlook) vs. Bear (negative outlook) survey.
Note on the right that 2/3’s of the respondents are “concerned, uneasy or cautious”.
Yet, as I write this edition of The Weekly Update on 9/03/2025, the valuations of Corporate America, as measured by the S&P 500, rest slightly below all-time highs.
In my forty-four years at the desk, I have never, and I really do mean never, seen an economy so strong and investors so scared at the same time.
In my opinion, that is about to shift. As we roll into year end 2025 and cross the border into 2026 that $7.5 trillion in cash the Federal Reserve reports is in money markets, earning nearly 0% will sniff opportunity in the value of Corporate America. The tip toe in will be subtle and then all-of-a-sudden in comes a wall of money driven by the Fear Of Missing Out (FOMO).
Here at TWSG we are prepared, ready and excited to have our client family experience the next level.
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. Think “Five Year Money” (Read it Here).
I’m 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 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 is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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