PERSONAL(ISH) NEWS:

I hate slop research.

And I'm building a research business with
@thecompoundnews.bsky.social

optimisticallie.com/p/slop-resea...

Our first research paper is out, too!

Download it here: www.wisdomtree.com/bannerads/ri...
RIA Real Deal

Thankful for all of you ❤️ 🦃

The Beige Book says employment is contracting, ADP says employment is contracting, the BLS says unemployment is going up, continuing jobless claims are rising, and WARN notices are up. It's very clear what's going on in the labor market, but stocks are up so people brush it off.

🎶 Do you have to?

do you have to?

do you have to let it linger? 🎶

🍂 ATTENTION ADVISORS 🍂

We're conducting research on how you talk about legacies, estates and inheritances in your practices.

Give us 5 mins of your time, and you'll be entered into a raffle for a $100 Amazon gift card.

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You, the halfway tuned in cousin: wow Fed members really agree on nothing huh

Me, a Fed nerd: yeah well that's what happens when the two sides of the dual mandate are in conflict OK? nobody agrees on which target to shoot at. btw pass the potatoes

The unemployment rate moved higher in September, mainly because people permanently lost their jobs.

In fact, permanent job losers were the largest contribution to the 12-bp rise in unemployment.

Higher unemployment can be good or bad.

This is bad.

🔭 NEW OPTIMISTICALLIE 🔭

The themes/stories I'm watching as we turn the calendar

No targets. No predictions. No marketing gimmicks.

Just the good stuff.

www.optimisticallie.com/p/the-2026-o...

🤑 NEW OPTIMISTICALLIE 🤑

The economy normally drives the stock market

But is the stock market driving the economy now?!

I debunked the latest narrative about the power of the wealth effect vs. the job market

www.optimisticallie.com/p/the-wealth...

😵‍💫 NEW OPTIMISTICALLIE 😵‍💫

Life is a little insane for me atm, so I wrote a little bit about how purpose, process and progress help keep me/maybe you anchored in your investing.

Sanity over everything, folks. Even returns.

www.optimisticallie.com/p/how-to-inv...

MY LATEST FOR
@businessinsider.com
Millennials and Gen Zs share an awful bond — we both had to enter adulthood during a crisis.

I wrote about market cycles, financial trauma & millennials' improbable comeback to give Gen Z some perspective on what's ahead:

www.businessinsider.com/millennials-...