Happy Sunday!

There’s so much happening (recently) that can impact the markets, and we need to be ready to embrace MORE uncertainty.

I’m addressing in this week’s video what all of us need to be prepared for when the fed drops rates. Everyone asks how much will it be, or when will it hit? They will come, and we need to prepare. There are “tells” that we need to watch for, and I plan to follow the money to see where investors choose to flow their funds. There are really two paths: 1) Rates drop with Inflation Climbing or 2) Rates Drop and Tariffs are Illegal, bringing inflation down. I’ll explain it more in Tuesday’s video.

Side note - my kids went back to school this week, so I’m planning to have 2 videos a week starting next week. Please take a second to let me know your thoughts on what I should focus on for my second video. You can also feel free to just email back to this newsletter and I’ll get it.

Thanks,

Brian

Top Reads of the Day

🧰 Jobs: Growth stalled, cuts back on the table
August added 22,000 jobs; unemployment ticked to 4.3%—a four-year high. Nonfarm payrolls = jobs reported by employers; it’s the market’s speedometer. Odds of a September Fed cut just went up. BLS release (Sep 5), BLS PDF, Reuters wrap

🥇 Gold: Fresh record on soft jobs
Spot gold pushed toward $3,600/oz, riding weaker data and rate-cut bets. Reminder: gold pays no income—so size it, don’t worship it. Reuters 1

🧠 Broadcom: AI order bomb
Broadcom said Q3 revenue hit $15.95B (+22% YoY) and revealed a $10B custom AI-chip order from a new customer. Shares ripped on guidance—another receipt that AI infra spend is still humming. Broadcom IR, PR, Reuters.

🛢️ OPEC+: Eyes a modest October hike
Sources say the group will raise output from October—think +135k–350k bpd—a slower unwind as demand cools post-summer. Translation: a soft cap on pump prices unless geopolitics objects. Reuters 1

👍 This Week’s Video (Tuesday): Fed Rate Dropping - Here’s What I’m Doing!

👍 This Week’s 2nd Video: Top 7 Stocks for When the Rate Drops

👍 Here’s the link to my portfolio. Keep in mind I share this for educational purposes. I am not giving any financial advice.

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