Insights

Black Friday spending, Fed Rate Cutting, Wall Street Targets, and Holiday Movies In this week’s IndiView, we dig into three major themes shaping the market narrative as we head into December: consumer spending strength, shifting Fed expectations, and early Wall Street forecasts for 2026. Black Friday Spending Shows Resilience Black…

In this week’s IndiView update, Jeremy covers four main topics driving markets and the economy: 1️⃣ AI Strong — Nvidia Delivers Again Nvidia reported another solid quarter. Demand for AI infrastructure—specifically Blackwell chips—remains extremely strong. There are no signs yet of an AI overbuild or slowdown, although history suggests a…

If you follow our content here at IndiWealth, you know one of our core beliefs: the U.S. consumer drives the U.S. economy. What consumers do is shaped by a mix of job sentiment, the “wealth effect” (spending more when markets make you feel wealthier), and inflation—especially the food and energy…

Welcome back to the IndiView Weekly Market Update. Here are the key themes driving markets this week: 1. Quick Correction: I Was Wrong on the Shutdown Last week I said Democrats might hold out because the agreement didn’t include healthcare subsidy extensions. Instead, eight Senate Democrats crossed over and pushed…

This week’s IndiView focused on three shifts impacting the markets and the economy, with a closing personal observation from Minnesota. 1. Political Risk & Skepticism on the Government Shutdown The update began by addressing the potential end of the longest-running US government shutdown, with Jeremy expressing skepticism regarding the quick…

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…