I was on Ausbiz on Monday talking about the US election and what investors can expect. And it's finally here. I hear a lot of people talking about the changes investors should make to their portfolio depending on the outcome of the election. What edge to investors have? How much does it really matter? And what can we learn from 125 years of data? Here's what the data tell us.

I was in Noosa last week for an investment conference. Each morning, I would run along the beach for about 6 km, take a dip in the water, then meditate. It was amazing, I felt amazing - 6:30 am, 20 degrees, blue skies, sunshine.

We're almost one third of the way through Q4 of 2024. And what is historically a relatively volatile month, the market has so far been able to navigate these seas with ease - up 2.73% this month on the S&P 500.

The stock market bottomed out on 12 October 2022, and the weekend gone marked the two-year anniversary of this bull market - yes, it's a bull market. During 2022, we saw a vicious -25% drop in the S&P 500 in a matter of 9 months - ouch. And since then, readers will know that I have been bullish and have been on record about it. See here, here, here, here, here, and here.

My kids discovered Google Finance whilst we were waiting to board a flight home from Ho Chi Minh last week. They were fascinated by the growth of the footwear company, Crocs (CROX), and were comparing its share price growth to that of other major companies they know of - Netflix, Microsoft, Google, Tesla, Apple, and so on.

Throughout the week we've seen a number of data points released out of the US, pointing to a slowdown in the jobs market, and the question is being asked again - are we in a recession?