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indiwealth.bsky.social
IndiWealth
@indiwealth.bsky.social
We provide financial solutions to Tribal Offices, Foundations, Endowments, and Individuals. Our mission is to help achieve yours.
The latest IndiView Weekly Market Update is up.

Don't blame AI for everything, why current government economic data may be more noise than signal, GE’s remarkable turnaround — and my take on Subway Takes.

Watch here, and I wish you all a good holiday season: youtu.be/7SWck4lpdbg
You Can’t Blame AI for Everything | IndiView Weekly Market Update (Dec 22, 2025)
YouTube video by IndiWealth
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December 22, 2025 at 5:08 PM
We just wrapped up our Aligning Investments With Your Mission series with Part 5: The Ongoing Review.

A good review measures progress toward your goals — not performance against an arbitrary index.

Read Part 5 here:
indiwealth.substack.com/p/aligning-i...
Aligning Investments With Your Mission (Part 5)
Ongoing Review Process
indiwealth.substack.com
December 18, 2025 at 5:27 PM
Fun thought exercise this week. A look at how concentrated the S&P 500 has become over time — and why market kings don’t always stay kings.

Then I put on my Doc Brown hat and take a few (likely wrong) guesses at what 2035 might hold.

indiwealthmanagement.com/chart-of-the...
IndiView Chart of the Week: Top 10 Stocks Over Time
The top 10 stocks now make up over 40% of the S&P 500. History shows why today’s market leaders shouldn’t get too comfortable.
indiwealthmanagement.com
December 17, 2025 at 5:07 PM
Markets working without AI, a tale of two Kevins, rebound stocks versus value traps, and the French Dip indicator for a restaurant.

Watch here: www.youtube.com/watch?v=aFcB...
IndiView: Markets Working, AI not, Stock Rebounds Versus Value Traps, and a tale of two Kevins
YouTube video by IndiWealth
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December 15, 2025 at 5:05 PM
In December, our Cool People, Good Work features CEAP and their Toys of Joy program, supporting local families during the holidays.

Read it here: indiwealthmanagement.com/cool-people-...
Cool People, Good Work: CEAP - Toys of Joy
Spotlight on CEAP: How this Brooklyn Park nonprofit brings the holiday spirit to the community.
indiwealthmanagement.com
December 10, 2025 at 5:26 PM
Netflix, Paramount, Warner Bros… and the President? Seems off.

This week’s IndiView breaks it down, plus mixed jobs data, key earnings, and an "old man yells at cloud" rant on backing into parking spots.

Full video: youtu.be/VyHJUyeh8wI
IndiView: The Government’s Quiet Role in Media Mergers? + Jobs, Fed Cuts & AI Earnings
YouTube video by IndiWealth
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December 8, 2025 at 7:29 PM
December IndiView Monthly Update and Outlook is up.

Stocks held better than it felt, investors have been rewarded for Bond risk, and gold keeps rising while Bitcoin stumbled. We also update The Path Forward as we head into 2026

Watch here: youtu.be/yE77ypvJu14
Stocks Rising, Bonds Holding: Gold & Bitcoin Split — IndiView Monthly Outlook
YouTube video by IndiWealth
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December 3, 2025 at 5:05 PM
New IndiView: Weekly Market Update is up: Black Friday spending held up, December rate-cut odds jumped, and Wall Street is largely bullish on 2026.

Plus, holiday movie musts - including a Home Alone hot take.

Full update: youtu.be/xdfbkzfHQmg
IndiView: Black Friday shopping, Fed cutting, and Wall Street price targets rising.
YouTube video by IndiWealth
youtu.be
December 1, 2025 at 5:20 PM
IndiView Weekly Update: youtu.be/kPeuY9-w_XEAI

Nvidia crushed it, but the consumer companies were weak.

Jobs data showing cracks but S&P 500 rev growth is at a 3-yr high.

And… after a beer can chicken run, I’m back to turkey this year but sticking to the drums + thighs... and lots of sides.
IndiView: Weekly Market Update 11/24/25
YouTube video by IndiWealth
youtu.be
November 24, 2025 at 4:29 PM
Consumer sentiment is sinking and big retailers are warning of slowdown… yet the S&P 500 hasn't quite felt the pain.

There’s a reason for the disconnect.

This week’s IndiView Chart of the Week explains it:
indiwealthmanagement.com/indiview-cha...
IndiView Chart of the Week: Is the Consumer Finally Saying “Uncle”?
U.S. consumers are weakening while markets stay strong. Here’s why sentiment, spending trends, and S&P 500 structure tell two very different stories.
indiwealthmanagement.com
November 20, 2025 at 6:53 PM
The gov (and Fed data) is SORT OF back, Bitcoin is officially in a bear market, and we're watching earnings from $NVDA (AI check) and $WMT (main street).

All the facts & analysis in this week's IndiView: youtu.be/UhFtPl1l6G4

#StockMarket #Bitcoin #Investing #Earnings
IndiView: Weekly Market Update 11/17/25
YouTube video by IndiWealth
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November 17, 2025 at 4:52 PM
Honoring Veterans Day by spotlighting the VCP — using PTSD-informed tiny homes + 1:1 care to help Veterans transition out of homelessness.

Full post: indiwealthmanagement.com/cool-people-...

For Veteran support:
CrisisLine: Dial 988 (and press 1) or text 838255
Military OneSource: 800-342-9647
Cool People, Good Work: Veterans Community Project
Spotlighting the Veterans Community Project, using PTSD-informed tiny homes and 1:1 support to end veteran homelessness.
indiwealthmanagement.com
November 11, 2025 at 6:26 PM
Shutdown skepticism, a widening K-Shaped Economy gap, and why traditional defensive stocks (Healthcare/Staples) are losing their S&P 500 power. 📉

Plus, the first MN flurries! 🥶

Watch the full Weekly Market Update: youtu.be/G5mV_Hw18xE

#MarketUpdate #Economy #Investing
IndiView: Weekly Market Update 11/10/25
YouTube video by IndiWealth
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November 10, 2025 at 4:23 PM
Our latest Chart of the Week is on our recent IndiStock rebalance.

With markets still heavily concentrated in mega-cap tech, we’re leaning into discipline, diversification, and quality at reasonable valuations.

Full breakdown: indiwealthmanagement.com/indiview-cha...
IndiView Chart of the Week: IndiStock Portfolio Rebalance
Explore the latest IndiStock portfolio rebalance, including sector adjustments, Mag 7 positioning, and our disciplined risk-reward framework.
indiwealthmanagement.com
November 4, 2025 at 4:25 PM
IndiView Market update is live! A cloudier Fed decision ahead. We break down Big Tech's strong digital ad spend and what consumer earnings mean for the K-Shaped economy.

Last - was this the best WS Game 7 ever? ⚾️

Watch here: youtu.be/YesesPEUdRs

#Investing #FedDecision #Earnings #IndiView
IndiView: Weekly Market Update 11/3/25
YouTube video by IndiWealth
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November 3, 2025 at 4:33 PM
IndiView on Fed cuts, layoff announcements, and the influence of AI.

Plus a quick look ahead to Big Tech earnings — and we finish with two “super unicorns” changing the game: Shohei and Wemby.

🎥 youtu.be/8ibULosUpVk

#Markets #Investing #AI #Fed #Ohtani #Wembanyama #IndiView #IndiWealth
IndiView: Weekly Market Update 10/29/25
YouTube video by IndiWealth
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October 29, 2025 at 3:56 PM
Regional banks are sliding, but the real story might be outside the traditional banking system.

Our latest IndiView Chart of the Week looks at the rise — and risk — of shadow banking.

Read more: indiwealthmanagement.com/indiview-cha...

#Investing #Markets #PrivateCredit #IndiWealth
IndiView Chart of the Week: Shadow Banking
Regional banks stumble and shadow banking faces new scrutiny—what’s driving private credit growth, and is it a yellow flag for investors?
indiwealthmanagement.com
October 22, 2025 at 6:51 PM
IndiView Weekly Update is live:
🔹 Bank scare puts “shadow lending” in focus
🔹 Lower-quality earnings companies are outperforming
🔹 Big earnings wave ahead
🔹 And me? I’ll take 50s & 60s temps all day—fall feels right 🍂

📺 Watch: youtu.be/yWHeGjZpBuc

#Investing #Markets #Earnings #FallVibes
IndiView: Weekly Market Update 10/20/25
YouTube video by IndiWealth
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October 20, 2025 at 3:38 PM
IndiView Chart of the Week: The American Dream is REALLY expensive.

Housing affordability is not good (you aren't imagining it) - but we acknowledge that sometimes decisions are about more than spreadsheets.

Full post 👉 indiwealthmanagement.com/chart-of-the...

#Housing #AmericanDream #IndiView
IndiView Chart of the Week: The American Dream is REALLY expensive.
Housing has never been less affordable. We explore why prices are at record highs, the impact of mortgage lock-in, and what renting vs. owning means today.
indiwealthmanagement.com
October 15, 2025 at 4:32 PM
Markets are on a roller coaster right now but we aren't reading much into it 🎢. Earnings season is here though — and financials kicked it off strong.

Lastly, we hope everyone had a good Indigenous Peoples’ Day.

Full video here: youtu.be/Vlogd03q6Rw

#IndiView #Markets #Investing
IndiView: Weekly Market Update 10/14/25
YouTube video by IndiWealth
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October 14, 2025 at 7:43 PM
The new IndiView Market Update – Quarterly Edition is live 🎥
A full deep dive into markets, the economy, the Fed, and our outlook for what’s ahead.

Watch here 👉 youtu.be/ttzTY8iQeHA

#IndiView #MarketUpdate #Investing #IndiWealth
IndiView: Market Update and Outlook - October 2025
YouTube video by IndiWealth
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October 7, 2025 at 7:39 PM
Markets shrugged at the shutdown, but missing data could leave the Fed guessing. Also: OpenAI + AMD deal and a preview of tomorrow’s Quarterly Market Update.

Full IndiView: Weekly Market Update 👉 youtu.be/uCDFPhCZSUo

#IndiView #Markets #Investing
IndiView: Weekly Market Update 10/6/25
YouTube video by IndiWealth
youtu.be
October 6, 2025 at 4:58 PM
Cool People, Good Work: Highlighting the National Indigenous Women’s Resource Center (NIWRC), a Native-led nonprofit working to end violence against Native women and families.

Read more here: indiwealthmanagement.com/cool-people-...
(Links to NIWRC and other resources included in the post)
Cool People, Good Work: National Indigenous Women’s Resource Center
Highlighting NIWRC, a Native-led nonprofit ending violence against Native women. Training, policy, crisis support & respectful awareness for MMIWR.
indiwealthmanagement.com
October 3, 2025 at 4:50 PM
IndiView: Weekly Market Update 🎥

📉 Gov’t shutdown talk = short-term noise, not lasting damage.
🪙 Gold keeps climbing — here’s why.
📊 Quarter-end = earnings season ahead.
📺 Wrapped with my Friends re-watch… still holds up.

Watch here: youtu.be/9hVHReTg3S4
IndiView: Weekly Market Update 9/29/25
YouTube video by IndiWealth
youtu.be
September 29, 2025 at 2:48 PM
Jeremy was at NAFOA - the Native American Finance conference. He came back with thoughts on trends in Native American econ development (challenges and opportunities), the S&P 500 valuations (high), Fed fatigue, and the NVDA/Open AI deal. Tune in and check it out!

youtu.be/j8o7T6kwT4E
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September 25, 2025 at 4:51 PM