As the markets move towards the end of this month we continue to see higher highs and interest rates moving lower albeit much slower than most expected.
According to FactSet:
“For Q3 2025 the S&P 500 is showing earnings growth near +9.2% y/y based on current blended data, with ~87% of companies beating estimates — signalling resilience, though growth is moderating from the stronger double-digit rates seen in earlier quarters.”
It’s the best companies that are once again leading by example and investors are being rewarded by their performance.
Stick with the fundamentals and our game plan of playing to win and your portfolio will thank you.
Growth Is Still.....Growing
