On November 3, 2025, the IndiStock portfolio — IndiWealth’s individual stock selection strategy — completed a scheduled rebalance. This included introducing new positions, exiting select holdings, and adjusting weights across existing names. Today’s Chart of the Week compares the post-rebalance IndiStock allocation to the S&P 500, highlighting key differences and…
On October 16, the SPDR Regional Bank ETF (KRE) dropped 11.6% from its September 18 high as investors pulled more than $560 million from the $2.8 billion fund. The sell-off followed disclosures from two regional banks—Zions and Western Alliance—that alleged borrower fraud had led to unexpected loan losses. Adding to…
For generations, Americans have considered home ownership as part of the American Dream. For the current generation, this dream may not be attainable and, just maybe, not a valuable proposition even if they can afford to do so. Today’s charts of the week focus on housing affordability. Before I start…
In this installment of Cool People, Good Work, we’re highlighting the National Indigenous Women’s Resource Center (NIWRC) — a Native-led nonprofit providing national leadership to end violence against Native women, children, and communities. NIWRC supports grassroots advocates, builds culturally grounded tools and training, and advances policy that addresses the issues…
Over the past month, I’ve noticed several headlines like these popping up in major outlets: Those absolute numbers are eye-catching — and that’s the point. Large numbers are meant to grab attention. But if we want to understand whether they signal real risk, we need to add context. The human…
Earlier this month, I attended an online webinar from Propel Nonprofits on the topic of operating reserves. For those unfamiliar, Propel offers strategic consulting and accounting/finance services for nonprofit organizations. Much of their presentation focused on why reserves matter and how to build them. That framework is essential: operating reserves…
Cool People, Good Work (CPGW) highlights people and institutions doing meaningful work to uplift their communities. Today, that spotlight is on Shea Serrano. Shea, a proud San Antonio native, is the author of several New York Times bestsellers, including The Rap Year Book, Basketball (and Other Things), and Movies (and…
GLP-1 drugs were originally developed for Type 2 diabetes but have gained massive popularity for their effectiveness in treating obesity. Two of the most prominent GLP-1 medications are semaglutide (Novo Nordisk’s Ozempic and Wegovy) and tirzepatide (Eli Lilly’s Mounjaro and Zepbound). These drugs have generated tremendous sales. In 2024 alone,…
Let’s talk about chart crimes. In our opinion, a chart crime happens when something looks data-rich but tells you very little—or worse, when the data is presented in a misleading way. Take the chart below. It’s from a well-known fixed income investment firm. To be fair, we are also including…
This week, we turn the spotlight to Native American economies—where they stand today, the opportunities ahead, and the challenges they face. The title “Asterisk Nation” reflects a frustrating reality: Native American business contributions to the U.S. economy are so underreported that they often appear as little more than an asterisk…
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