“Flying Blind” in the Shutdown?

Published on October 10, 2025

With official economic data on pause during the government shutdown, investors are left with limited visibility. Kevin Flanagan explains how markets are leaning on private sources and Fed signals to fill the gap.

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AI Can Transform the Economy and Still Be a Bubble

October 10, 2025
How AI evolves is perhaps the biggest question looming over the future of both the stock market and the broader economy. The “magnificent seven” tech companies, all with big bets on AI, account for more than one third of the S&P 500 Index’s market capitalization, up from about a fifth at the end of 2022.

Gold Miners Are Outperforming AI Chip Stocks This Year

October 10, 2025
There has been a lot of hype surrounding artificial intelligence, and AI stocks have helped propel the stock market to record highs. Meanwhile, gold stocks have quietly outperformed AI chip stocks.