- The markets point slightly up early today and are up substantially YTD.
- There is a love hate relationship and FOMO when the markets keep rising and you are a cautious investor.
- The S&P 500 is up 12% YTD. The Nasdaq is up 14.34%.
- Commentators are starting to say that some of the market gains from Fed rate cuts are already fully built into the S&P and Nasdaq.
- OpenAI board chair Bret Taylor also says we’re in an AI bubble.
Lifestyle & Personal Notes
October 8, 2025
6:11 pm
Watch House of Guinness on Netflix. “Ideas are a commodity. Execution of them is not.”