Rate cut on Tap?
Hello everyone! Welcome to the September 2025 edition of the boodle blog. If you’re new here, welcome aboard and if you are a returning member, we thank you for your membership. You help make this blog possible!
As we bid adieu to August and get ready for the fall season and what might happen in the stock market, let’s take a look at the market indices performances and how our portfolios have performed in August and where we stand since January. We think you’re going to like the results.
August was a hot month across the country, and the stock market was just as hot as the weather. For the month of August, the DOW, S&P 500 and NASDAQ added 4.49%-3.56% and 3.90% respectivly. Since January the DOW has added 7.05% and the S&P 500 is up 9.84% while the NASDAQ leads the pack with an 11.11% gain and that NASDAQ comes after a 1.15% loss to close out August.
Boodle is very pleased with the performance of the 2025 stock market. The market is close to its historical average gain of 10-11%. Boodle looks at, and analyzes investor sentiment, and although this is not easy, we try to be “counter intuitive” to public perception, and we adhere to our 27 years of financial knowledge and insight and we do not rely on any one source for our market analysis.
The Fed Chair and the President continued their war of words, and the Fed Chair (Jerome Powell) in a speech hinted that a cut in rates is in the pipeline for September. Boodle believes this rate cut is a bit overdue and it will help the economy as well as boost the stock market, meaning that we expect to see continued modest gains in our boodle portfolios.
We expect the BLS (Bureau of Labor Statistics) August jobs report to remain pretty much in line with how it's been trending all year long. We can’t end our conversation on the Federal Reserve without touching on the controversy surrounding Fed Governor, Lisa Cook. Board Governor Cook is accused of mortgage fraud allegedly for lying on her mortgage application to obtain favorable interest rates. Ms. Cook is accused of also claiming to live in 2 residences in 2 different states. We will withhold our judgement, pending the release of Ms. Cook’s mortgage applications for these properties.
Moving on, we maintain our view that all boodle members should adhere to their portfolio strategy which should include broad-based mutual funds that have low expenses, low cost, and offer performance that is inline with the S&P 500 Index or a similar ETF. Here at Boodle we continue to reach out to individuals and organizations that would like to learn how to manage and grow their money, while also growing their knowledge. If you know of an organization or individual that could benefit from our services, please have them reach out to our Contact Us page located on this site. In the meantime, enjoy September and we will be back here next month.
Thank you - Boodle