What's on your summer reading list?

Long-end rates vol this week 🔥😮‍💨🔥especially vs. Fed-sensitive short-dated tenors🥱 The divergence has been eye opening:

A good piece from The Wall Street Journal about why commodities are not a "set-it-and-forget-it" investment. on.wsj.com/3KCnWGW

Well, that was fast. 10-year yield is at 4.25%, its highest since 2008. 3 years ago it hit a low of just 0.52%.

As hard as 9/11 may be, I appreciate the opportunity to reflect and be grateful, a time to remember that life is both fragile and precious. Thanks to Barron's for sharing my experience. barrons.com/advisor/articl…

In @hardikasingh2 article for The Wall Street Journal about the market's reaction to "higher for longer" interest rates, Kara M Murphy, CFA shared her perspective on the Big Seven names and how unlikely another rally of that nature would be for them. 📰 Read Kara's insight: wsj.com/finance/stocks…

With the federally mandated pause on student loans expiring this month, borrowers are now responsible for resuming payments on $1.7 trillion in debt. Learn more about how resuming payments could impact the economy in this week's "Markets in a Minute": kestraim.com/market-insight…

On October 7th, the world witnessed a dramatic turn of events as Hamas launched a coordinated attack on Israel by air, land, and sea. We evaluate the potential impact of the Israel-Hamas conflict on the markets in this week's Markets in a Minute. kestraim.com/market-insight…

In case you missed it, our CIO Kara M Murphy, CFA insights regarding the outperformance of the Big Seven was featured in The Wall Street Journal's Investing Monthly print edition! Check it out on the October 9 edition, section R2: lnkd.in/eT-Y8RKz

Despite the Federal Reserve raising the fed funds rates over a year ago in an effort to curb inflation, interest rates continue to rise, resulting in a drop in bond prices. I share my insights on potential implications in this week's Markets in a Minute: kestraim.com/market-insight…

Here we go again…A potential government shutdown and a shift in the US government credit outlook. In this week's Money with Murphy, I discuss past shutdowns, last week's Moody's credit rating drop, and the market implications. Watch here to learn more: kestraim.com/market-insight…

I have never had heroes, except for Charlie Munger. Today I learned that the man who was my longtime friend, mentor, and supporter passed yesterday at 99 years and 11 months. Although he missed the century-old mark by only a few days, I don't think it would have mattered to him

Now look who's dropping knowledge on CNBC ... Quint Tatro!

WeWork's bankruptcy filing highlights the toll higher interest rates have had on real estate, yet not all areas of this sector have performed the same way. Learn how residential and commercial real estate are faring in this week’s Markets in a Minute: kestraim.com/market-insight…

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“Joy helps to align us to who we are and who we’re becoming; align us to the relationships that matter most to us; and also aligns us to our deepest values and convictions,” Pamela Ebstyne King bit.ly/3RR7giS Wishing you a joyous holiday. Invest wisely, live richly!

Wall Street has the lowest expectations for stocks in a decade. At the end of December, strategists expected the S&P 500 to return basically nothing over the next year. That's one of the most pessimistic forecasts in 25 years of Bloomberg data. Years with the lowest

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