Bubble-ish But Not Broken

Today we talk about the economy and how things are looking as of the end of August 2026. We go into several metrics and data points indicating high valuations in certain areas of the market, talk about the "run it hot" playbook, and discuss some consumer related data that indicates some, perhaps increasing, stress. As always, not financial advice, but a high level overview of the economy. While many people despise economics, developing our ability to look at data improves self-reliance and strong decision making.