All One Wealth

03/03/2026

The CNCS Cut - The Great Reshuffling: Inflation Hawks, Consumer Resilience, and Global Conflict -

We have entered a period in financial history where the old rulebooks feel increasingly irrelevant. We are undoubtedly in the early stages of a global reshuffling unlike anything we’ve gathered data around before. It is a time that is equally exciting and, for many of us, understandably unsettling...

02/12/2026

The CNCS Cut - Why the "Jobs Boom" is a Mathematical Mirage -

Yesterday’s blockbuster jobs report sent a shockwave through the markets, causing investors to immediately dismantle their expectations for a March rate cut. On the surface, the numbers looked like a "sugar rush" dream: 130,000 jobs added (doubling expectations of 66k) and unemployment dipping to ...

02/03/2026

The CNCS Cut - Market's & Economics - by AllOneWealth - February 2026 -

We are entering a period defined not by simple uncertainty, but by high-velocity instability. The macro thesis I’ve shared with you over the last several months—the idea that the administration would use currency debasement and massive fiscal stimulus to "outrun" our national debt—is now culmi...

01/06/2026

The CNCS Cut - Market's & Economics - by AllOneWealth - January 2026 -

As we open the first full trading week of 2026, the headlines are dominated by the stunning news regarding the U.S. military operation in Venezuela. While these shifts are historic, the market's reaction so far has been a masterclass in a concept I think about often: Markets love to climb a "wall of...

12/08/2025

The Fed just quietly killed QT and pumped $13.5 billion into the banks to avoid a liquidity crisis. If the Fed is back to making the balance sheet go up (or at least stop going down) before rates even drop, who is getting the real ‘Santa Claus Rally’ this year: Wall Street, or Main Street?

12/08/2025

Given that Hassett is favored to be the next Fed Chair with a clear mandate for rate cuts, will the weak ADP jobs report and the temporary 2.8% inflation reading give him the perfect (and politically convenient) excuse to cut rates and start the QE party early—or will the looming 2.9% inflation number force even a ‘puppet’ Fed to act like an adult?

12/03/2025

What was the most challenging year you remember staying fully invested, even when your gut was telling you to pull out?

12/03/2025

The Fed is caught between inflation (still too high) and a ‘K-shaped’ economy (lower-income consumers are breaking). Given the market is now pricing in an 85% chance of a December rate cut, is the Fed correct to prioritize the weakening consumer/labor market, or should they remain hawkish to finish the job on inflation?

12/03/2025

We’ve enjoyed nearly 15-years without a major recession. There have been a few blips here and there but, generally, it’s been up and to the right for a decade and a half. 

Yet, there seems to be an existential angst that ‘something is about to break,’ and ‘the big one is coming.’ It’s my observation that we’re seeing the inverse of ‘disaster myopia’ take shape - society is currently obsessed with its demise.

Through this lens, the market is pricing in the endgame of AI productivity now. The danger isn’t that the technology fails, but that the rollout is slower, more expensive, and bumpier than current valuations imply, leading to temporary correction(s) while the world catches up to the technology’s potential.

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Where do you think the market will take us in 2026?

12/05/2023

AllOneWealth Market & Economic Update - December - https://mailchi.mp/3f25ad51d4bb/allonemgmt_update-13899290

11/02/2023

AllOneWealth Market & Economic Update - November - https://mailchi.mp/e99c36383beb/allonemgmt_update-13895774