Hi Ground Episode 9: Headline Reactions; Plus 5 Year-End Financial Planning Moves To Make
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Episode 9 show notes
Part 1: Headline Reactions
Herbert, Emily. “S&P 500 hits record high as AI stocks shrug off bond market slump” Financial Times, 6 October 2026 [Article]
Wang, Isabel and Wiltermuth, Joy. “Rising yields are quietly crashing the stock market’s earlier winners of 2026” Market Watch, 8 October 2026 [Article]
Fonda, Daren. “Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights” CNBC, 7 October 2026 [Article]
Confino, Paolo. “Michael Burry's Bearish View. The Market Is In 'Denial' About The End Of The AI Trade.” Investor’s Business Daily, 6 October 2026 [Article]
Detrick, Ryan [@RyanDetrick]. “When the S&P 500 is in the sweet spot going into Q4 (up YTD between 10% to 20%) the returns get even better. Higher 85% of the time in Q4 and up 5.3% on average.” X, 1 October, 2026 [Tweet]
Morningstar Mind the Gap US 2026 [Report]
Part 2: Bonds in Retirement Plans
Nelson, Andrew. “The Bond Market is Changing Retirement Math” Human Investing Journal, 6 October 2026 [Article]
Part 3: End of the Year Moves
Part 4: Local Recs
Disclosure:
This material is provided for informational and educational purposes only. It should not be construed as investment, legal, or tax advice, nor does it constitute a recommendation or solicitation to buy or sell any security. Investors should consult with a qualified financial professional before making any investment decisions. Rebalancing and asset allocation strategies do not ensure a profit or protect against loss in declining markets. There is no guarantee that any investment strategy will achieve its objectives. Any references to historical performance, academic studies, or research are based on past data and should not be considered indicative of future results. Past performance is not a guarantee of future outcomes. Advisory services offered through Human Investing, an SEC-registered investment adviser.
