All One Wealth

05/05/2026

The CNCS Cut - Relief Amidst the Chaos -

The markets have endured a relentless barrage of “noise” lately: geopolitical escalations in the Middle East, high-stakes shifts at the Federal Reserve, and a domestic political landscape that feels more polarizing by the day. After a year that has tested every nervous system in the country—ta...

04/02/2026

The CNCS Cut - The Veracity of the Moment -

Right now, the truth is obscured. Between the gridlock in the House, the lack of clarity on Iranian negotiations, and the sudden volatility in tech, it is easy to fall into hysterics as an investor. But as conscious investors, we don't need to know every political secret or predict every algorithmic...

03/09/2026

The CNCS Cut - Navigating the Fog: Resilience Amidst Geopolitical and Domestic Shifts -

We’re moving through a period where the "Global Reshuffling" is moving at an incredible pace. Between the escalating conflict in the Middle East and the budget gridlock in Washington, the headlines can feel overwhelming. My goal is to help you look past the noise, understand how these events actua...

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?