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It is the middle of the football season and around here, that means rooting for the Green Bay Packers! This is a transition year for the young team but after a lousy start, they are finding ways to win. Why am I going down this path? Because like the Packers, small cap investing is also making a comeback.

Just when you think the world cannot get any weirder, it does. Adding to the craziness on the economic and political fronts, we now are faced with another geopolitical crisis!

A lot of things were higher in September, but not the stock market. Stocks had their worst outing for the year, but then September has a reputation for being unkind to equities.

The only thing that you can safely predict about economies and financial markets is that they will change.

The markets were in a celebratory mood in July, as stock prices continued moving higher on reasonably good economic news and signs that inflation may be moderating.

Equities cruised into the end of the quarter with healthy gains, all indexes showed positive returns, although the mega cap tech stocks still outpaced the rest of the field.

Signs of life? The Fed blinked this month and inflation at least flat-lined in the latest CPI report, giving the bulls some reason to hope the worst is behind us.

Stubborn inflation continues to weigh on investors, as interest rate and recession fears remain high.

Someone once told me that you know you are getting old when you no longer recognize the country you grew up in. That’s probably true since things constantly change - or most things anyway.

Equity markets rebounded in July, cancelling the bear rally in June.