September Market Recap and Outlook.

In this month’s video I cover: • Sticky inflation that cooled slightly and the Fed’s rate hike • Why I see this as closer to a “two-and-done” path than a new cycle • The Big Three reports (PMIs + employment) and what they show about economic health • Update on the Iran conflict and improving oil flows • Polymarket odds, potential gridlock, and the October surprise risk • Small portfolio risk reductions I’m making (and why aggregate bonds are still on hold) Educational market update—no hype, just the data and my current thinking.