HPK Provident Advisors: The Weekly Bull

The Bond Market Is Calling The Fed’s Bluff On Inflation 11.09.2026 18:27 ↓

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% si...

Your Neighbor Is A Genius Until The Market Drops 28.08.2026 37:17 ↓

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 loude...

All-Time Highs, Soft Retail Sales, And A Plan For Risk 14.08.2026 26:40 ↓

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...

Jobs Data Surprise And Market Rally 07.08.2026 28:49 ↓

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...