Markets took one on the chin this week, so Ryan and Cameron zoom out to where we really are—and what to do next. We unpack the government shutdown overhang, corporate earnings as the season wraps, and why “sideways into year-end” might be a gift for disciplined investors. We also break down Elon Musk’s headline-grabbing $1T Tesla pay package—what milestones it actually requires—and how sentiment, AI infrastructure spending, and sector rotation are shaping risk right now.

From trimming winners and redeploying into overlooked defensive stocks to maintaining dry powder and using limit orders, we share practical, real-world strategies for navigating the next few months without going “all in” or “all out.” Plus: Cameron checks in from Kellogg—juggling grad school, airports, and opportunity cost—to put today’s headlines in context. 

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