Household Net Worth

Affluent and Older Americans Got Much Richer in the Postpandemic Years
https://www.wsj.com/economy/affluent-and-older-americans-got-much-richer-in-the-postpandemic-years-f53b3113
A Federal Reserve study found overall median net worth rose 2% between 2022 and 2025. 

Decline of Libertarianism

The strange death of libertarianism
https://spectator.com/article/the-strange-death-of-libertarianism/?edition=us

Risk of a Sovereign Bond Crisis

Will bonds blow up?
https://www.economist.com/leaders/2026/10/08/will-bonds-blow-up
A government-debt crisis is looming.
 
Turbulent bond markets threaten some countries more than others
https://www.economist.com/briefing/2026/10/08/turbulent-bond-markets-threaten-some-countries-more-than-others
For those where interest rates outstrip economic growth, trouble looms.

France Is Veering Toward a Potential Debt Crisis, a Warning to the World
https://www.nytimes.com/2026/10/08/business/france-bond-yields.html
French bond investors are demanding sharply higher interest rates, a cautionary development for other high-debt countries.

 
France’s Economy Is Trapped in a Negative Feedback Loop
https://www.wsj.com/economy/global/frances-economy-is-trapped-in-a-negative-feedback-loop-509598a9
Uncertainty about whether the country can fix its finances has itself started to weigh on economic activity.
 
U.S. Budget Deficit Jumps to Nearly $2 Trillion
https://www.wsj.com/politics/policy/u-s-deficit-clocks-in-just-under-2-trillion-7e8e9eb3
U.S. finances are stuck in a rut that alarms policymakers, but hasn’t moved them to change course. 

The Right Bond Strategy

Choosing the Right Bond Strategy for Today’s High-Yield World
https://www.wsj.com/finance/investing/choosing-the-right-bond-strategy-for-todays-high-yield-world-0c4b6a78
Before chasing higher rates, bond buyers have to figure out what type of investor they actually are. 

Which College Majors Pay Off?

A College-by-College Guide to Which Majors Pay Off, or Don’t
https://www.nytimes.com/interactive/2026/10/07/your-money/college-degree-earnings-guide.html
College is one of the biggest investments you’ll ever make. We built a tool to compare earnings of nearly every major at nearly every school in the U.S. 

At Nearly $300,000, Some Recent Duke Graduates Out-Earned All Their Peers
https://www.nytimes.com/2026/10/07/your-money/duke-math-major-salaries.html
Federal data show Duke math majors earning a bigger median income four years after graduation than any other majors from any school. It’s a small cohort.

Understanding Investment Risks

Most Americans Fail to Understand Investment Risk, Finra/Stanford Study Says
https://www.fa-mag.com/news/most-americans-struggle-with-investment-risk-literacy-88704.html 

Equities at New Record Highs

Can Wall Street keep partying while bond markets burn?
https://www.reuters.com/commentary/reuters-open-interest/can-wall-street-keep-partying-while-bond-markets-burn-2026-10-07/
There is a conundrum at the heart of US financial markets right now, it seems. Bond market fears are reaching fever pitch, catapulting Treasury yields to their highest levels in at least 20 years, yet the Nasdaq and S&P 500 are hitting record peaks. What gives?

Rising Rates Are Eroding the Value of Even the Most High-Flying Tech Stocks
https://www.wsj.com/finance/stocks/rising-rates-are-eroding-the-value-of-even-the-most-high-flying-tech-stocks-fb420a5e
The shares of many industry groups have fallen sharply and tech darlings are no longer commanding the multiples that they once did.

 
A Top-Heavy Stocks Rally Is Daring Bond Yields to Break It  
https://www.bloomberg.com/opinion/newsletters/2026-10-06/a-top-heavy-stocks-rally-is-daring-bond-yields-to-break-it

Stocks Reach New High as Investors Look Past Rising Rates
https://www.nytimes.com/2026/10/06/business/stock-market-record.html
The S&P 500 rose 0.6 percent on Tuesday, exceeding its previous peak set in August and taking its gain this year to more than 14 percent.
 
The S&P 500 Hits a New Record High, Powered by Tech—and Not Much Else
https://www.wsj.com/finance/stocks/the-s-p-500-hits-a-new-record-high-powered-by-techand-not-much-else-66e01705
Most U.S. stocks are down, but the market’s AI engine is firing on all cylinders.
 
U.S. Investors Have an ‘Exorbitant Privilege’
https://www.wsj.com/finance/investing/u-s-investors-have-an-exorbitant-privilege-16201ed3
The S&P 500 just hit another record, but it sure doesn’t look like a bull market beneath the surface.

America’s favorite index is misleading investors about the state of the stock market
https://www.marketwatch.com/story/americas-favorite-index-is-misleading-investors-about-the-state-of-the-stock-market-2e91ca95
The market is splitting into two camps: ‘AI’ vs. ‘non-AI’.

 
Is A Stock Market Correction Coming? Most Americans Think So
https://www.fa-mag.com/news/is-a-stock-market-correction-coming--most-americans-think-so-88713.html
 
Stocks Could Face 'Ugly 2027' If Earnings Forecasts Weaken, Strategist Says
https://www.fa-mag.com/news/rising-stocks-with-weakening-eps-revisions-could-sink-s-p--strategist-says-88706.html