Bank and Credit Report 05-05-2025

I will try to avoid the draft section this week

After a long stretch of travel, unpacking boxes, navigating delivery schedules, and what feels like fifty straight days of wrestling cardboard and bubble wrap, we’re finally settled here in North Carolina.

So far, we love it.

We have not explored much yet, but we have already found a couple of great restaurants, and the dogs are loving the new backyard.

I, on the other hand, am still adjusting to hills. You do not think about it until you move from a state where the highest natural elevation is a speed bump, but these hills are working muscles I have not used since the Reagan years.

We are almost moved in, just a few last deliveries to go.Barring any unforeseen catastrophes, like a delivery truck backing over the modem or a bookshelf falling on a laptop, we will be back to regular video updates next week.

But for now, we're sticking with good old-fashioned written word.

It is a slow start to the markets today. We are down a little, but context matters. If we do end the day in the red, it would break an incredible streak of nine straight up days in a row. Since the lows of April 21, we are up 12 percent.

That’s not nothing.

What’s driving this? Part earnings, part tariff exhaustion, part market just refusing to listen to the doom crowd for once.