October 6, 2025 • 3 mins
Somewhat remarkably the stock market continued to climb the wall of worry last week despite headwinds from seasonality, somewhat historically high valuations and notably the partial government shutdown which had carried into this week.
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Episode Transcript
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Speaker 1 (00:04):
Your new day starts with the Brian mud Show, the
news you need to start your morning in the Palm
Beaches and the Treasure Coast. Yes, we take a look
at my weekly edition of Hello, can stocks and cryptocurrencies go?
My first role money is it is never let your
money in emotions cross paths. Joel's in good shape today,
doing well.
Speaker 2 (00:24):
I don't put any money into the dolphins.
Speaker 1 (00:28):
There you go.
Speaker 2 (00:28):
You know, there's no emotions, all right.
Speaker 1 (00:32):
So taking a look at where the financial markets ended
the week last week.
Speaker 2 (00:39):
Stocks losing some steam in afternoon trading and finishing mix
with the Nasdaq lagging. However, the dall and S and
P five hundred posted fresh record closes on rate cut
hope investors brushing off a government shutdown and focusing on
this month's fit meeting and AI.
Speaker 1 (00:54):
Okay, so about this pretty remarkable again? You know, we're
talking about the partial government shutdown and how your news
video makes it seem like it's the biggest thing there
is in the world, and the stock market is still
hire last week in the face of it. I mean,
it really is pretty remarkable. Now. Of course, when I
am putting all this together for you each week, there's
(01:14):
one point to the point of not letting your money
and the motions cross paths. If you do try to
time investments markets hop around, statistically, you are greater than
ninety percent likely to perform worse than if you just
invested your money well in the first place and left
it alone. So I try to help fill in gaps informationally,
(01:35):
so you don't make emotional mistakes with money. Take advantage
of the greatest wealth creation machine in the history of
the world, which is your United States stock market. So
we take a look at the now the S and
P five hundred, NASAK all one percent higher for the week,
all touch record highs again last week, and we do
see that despite the partial government shut down, stockshire. We
(01:57):
saw that despite the ADP private sector jobs report, the
only jobs report that came out last week because the
government number did not on Froday with the partial shutdown,
even with that coming in with negative job growth last month,
stocks still higher. And so the optimism around AI but
(02:18):
also for future federal reserve rate cuts remains high, and
that's a big part of it. So the partial shutdown
and also the job's number, what that led a lot
of investors to do is think you know what, that's
definitely going to be cutting interest rates again. So a
week ago there was an eighty eight percent chance priced
into the markets of another rate cut this month. That
(02:39):
is now up to ninety six percent. So that's where
part of the optimism is coming from, just lower interest rates.
A couple things to watch obviously the partial government shutdown
this week, what goes on there, and then also Federal
Reserve Chairman Drone Palace had to speak on Thursday that
will likely move markets as well. Take a look at
crypto's huge weight gains anywhere eight to nine percent based
(03:01):
upon your token of choice. You have gains anywhere thirty
to thirty five percent now based upon your token of
choice between bitcoin, ether there the bill YZTF representing the
top ten cryptos of thirty four percent on the air.
Can't provide value analysis for cryptos because they have no
inherent value. Can for stocks because they do using the
S and P five hundred as the benchmark. If only
(03:21):
fundamentals and nothing else mattered, your maximum downside risk right
now is forty eight percent. That is expensive. It's as
expensive as the market has been in this cycle. Still,
if we had a correction, do I think it gets
to forty eight percent. Heck, no, is it possible in theory.
So if it did and it wouldn't impact you in
the day to day, great, you're in good shape. If
it would, you need a new plan.
Your new day starts with the Brian mud Show, the
news you need to start your morning in the Palm
Beaches and the Treasure Coast. Yes, we take a look
at my weekly edition of Hello, can stocks and cryptocurrencies go?
My first role money is it is never let your
money in emotions cross paths. Joel's in good shape today,
doing well.
Speaker 2 (00:24):
I don't put any money into the dolphins.
Speaker 1 (00:28):
There you go.
Speaker 2 (00:28):
You know, there's no emotions, all right.
Speaker 1 (00:32):
So taking a look at where the financial markets ended
the week last week.
Speaker 2 (00:39):
Stocks losing some steam in afternoon trading and finishing mix
with the Nasdaq lagging. However, the dall and S and
P five hundred posted fresh record closes on rate cut
hope investors brushing off a government shutdown and focusing on
this month's fit meeting and AI.
Speaker 1 (00:54):
Okay, so about this pretty remarkable again? You know, we're
talking about the partial government shutdown and how your news
video makes it seem like it's the biggest thing there
is in the world, and the stock market is still
hire last week in the face of it. I mean,
it really is pretty remarkable. Now. Of course, when I
am putting all this together for you each week, there's
(01:14):
one point to the point of not letting your money
and the motions cross paths. If you do try to
time investments markets hop around, statistically, you are greater than
ninety percent likely to perform worse than if you just
invested your money well in the first place and left
it alone. So I try to help fill in gaps informationally,
(01:35):
so you don't make emotional mistakes with money. Take advantage
of the greatest wealth creation machine in the history of
the world, which is your United States stock market. So
we take a look at the now the S and
P five hundred, NASAK all one percent higher for the week,
all touch record highs again last week, and we do
see that despite the partial government shut down, stockshire. We
(01:57):
saw that despite the ADP private sector jobs report, the
only jobs report that came out last week because the
government number did not on Froday with the partial shutdown,
even with that coming in with negative job growth last month,
stocks still higher. And so the optimism around AI but
(02:18):
also for future federal reserve rate cuts remains high, and
that's a big part of it. So the partial shutdown
and also the job's number, what that led a lot
of investors to do is think you know what, that's
definitely going to be cutting interest rates again. So a
week ago there was an eighty eight percent chance priced
into the markets of another rate cut this month. That
(02:39):
is now up to ninety six percent. So that's where
part of the optimism is coming from, just lower interest rates.
A couple things to watch obviously the partial government shutdown
this week, what goes on there, and then also Federal
Reserve Chairman Drone Palace had to speak on Thursday that
will likely move markets as well. Take a look at
crypto's huge weight gains anywhere eight to nine percent based
(03:01):
upon your token of choice. You have gains anywhere thirty
to thirty five percent now based upon your token of
choice between bitcoin, ether there the bill YZTF representing the
top ten cryptos of thirty four percent on the air.
Can't provide value analysis for cryptos because they have no
inherent value. Can for stocks because they do using the
S and P five hundred as the benchmark. If only
(03:21):
fundamentals and nothing else mattered, your maximum downside risk right
now is forty eight percent. That is expensive. It's as
expensive as the market has been in this cycle. Still,
if we had a correction, do I think it gets
to forty eight percent. Heck, no, is it possible in theory.
So if it did and it wouldn't impact you in
the day to day, great, you're in good shape. If
it would, you need a new plan.
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