HPK Provident Advisors: The Weekly Bull
A timely podcast about what's shaping the investment world. Brian Paluso and Michael Kutch, CFA cover the latest market moves, economic data, and some pertinent financial planning topics
Markets Are Demanding Proof That AI CapEx Pays Off
We Break Down The Week’s Data And How We’re Positioning
AI Hype, Bond Pain, And The $100 Gas Tank
A Surprising Payroll Miss Reframes The Fed Outlook
Free Money In Your 401(k) And People Still Skip It
When The 10 Year Hits 5 Percent What Breaks First
The Bond Market Is Calling The Fed’s Bluff On Inflation
Inflation isn’t just a chart, it’s a pressure you feel at the pump, on your credit card bill, and in the interest rate attached to almost everything. We dig into the week’s CPI and PPI readings, why core inflation still makes the Fed’s job hard, and how futures markets are pricing the next rate hike. Then we connect the dots to the bond market, where the 10-year Treasury yield pushing toward 5% signals real concern about inflation and tighter financial conditions.
Energy is the wild card we can’t ignore. With oil flirting with $100 and diesel...
The Fed May Hike Even If Growth Softens
Your Neighbor Is A Genius Until The Market Drops
A market that keeps climbing can feel like pure relief until you ask the one question most investors avoid: what happens when the mood flips overnight? We start with the week’s biggest catalysts, including Nvidia’s blowout quarter and strong guidance, plus major software winners like Salesforce and cybersecurity standout CrowdStrike, and why earnings still matter even when rate policy is the loudest narrative.
Then we move through the economic scoreboard that drives interest rates: a housing market still strained by high borrowing costs, durable goods that look weaker beneath the headline, and GDP holding near a ste...
Weekly Market Snapshot
All-Time Highs, Soft Retail Sales, And A Plan For Risk
The stock market can feel like a summer heatwave when indexes push toward all-time highs and everyone starts talking targets. We sit down for Friday Live and pressure-test what’s actually driving the rally, what could break it, and how we think about taking risk off the table without trying to be perfect market timers. Along the way, we share a few laughs, including David’s birthday milestone, but we keep the focus on practical decisions investors can use right now.
We dig into the economic data that markets trade every day: CPI, core inflation, and PPI, plus...
Jobs Data Surprise And Market Rally
A negative nonfarm payroll print and a green market day is the kind of combo that makes people ask, “Wait, what’s actually happening?” We dig into the latest labor data from ADP and the BLS, talk through revisions and wage growth, and explain why a softer hiring trend can still coexist with a market rebound and strong earnings.
From there, we connect the dots to what investors care about next: CPI inflation, PPI inflation, and retail sales. We walk through the ISM Services and ISM Manufacturing details that hint at where demand is holding up, where prices...
The Fed Talks Tough On Inflation While Markets Price The Next Move
Tech Earnings, Oil Shock, And What Investors Do Next
We Break Down Volatility And Turn It Into A Plan
Second Half Market Outlook
Jobs Data Softens As Nasdaq Slips And Oil Falls
We Watch The Numbers So You Can Stay Focused
Markets After A Hawkish Fed Signal
A SpaceX Day With A Side Of CPI
Jobs Data, Inflation Pressure, And What It Means For Your Portfolio
How To Stay Calm When Markets Run Hot
Why Stocks Keep Rising While Inflation Stays Sticky
A Market Reality Check On Inflation And Pullbacks
Nonfarm Payrolls Strength Meets Fed Uncertainty
Markets, Rates, And Staying Invested
Market Check And Real-Life Planning
Why Markets Hit New Highs Despite War And Inflation Fears
We Break Down The S&P 500 Bounce And Why We’re Still Not Calling A Bottom
What Makes You Rich When Markets Feel Fragile
We Compare Today’s Pullback To Past Bear Markets To Stay Rational
Markets Under Pressure
Markets Jolted By Iran Tensions
Markets, Inflation, And Planning Clarity
CPI, Markets, And What To Do Now
When Jobs Cool And Deductions Rise, Strategy Beats Headlines
From Hot PPI To Gold’s Surge: What Investors Need To Know Now
Markets At The Edge Of A Record
Year-End Markets At A Glance
Santa Rally, Markets, And What’s Next
We unpack the Santa Claus rally, fresh highs, and whether a breakout can carry into January while valuations press the limits. Mixed data on growth, jobs, and inflation rounds out the picture, plus clear tax moves and how to stay calm through normal volatility.
• Santa Claus rally mechanics and odds
• Breakout levels and 7,200 target context
• Earnings growth near 14.8 percent and valuation risk
• Mixed GDP, jobs, wages and inflation signals
• Volatility frequencies from dips to bear markets
• Practical tax tips and record-keeping
• Portfolio positioning and risk comfort
• Programming notes for next week and disclos...
