Weekly Commentary (11/3/2025) - When the Lights Go Out, Keep Walking in the Direction of Your Goals
Two things stood out to us this week. Big Tech is still breaking records, and AI is quietly changing how the world works. Some people are getting rich, others are getting laid off, and the rest of us are trying to find our footing in the middle of it all. It feels a little like driving at night with the headlights dimmed. You can’t see far ahead, but you keep moving forward anyway.
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What’s happening
The big tech companies are doing what they do best. They’re making huge profits and spending billions to build the next generation of AI. But behind those headlines are real people losing jobs as automation replaces tasks once done by hand, mind, and heart.
The government is still behind on economic data, so everyone is guessing about what’s really going on. The best clues say the economy is slowing but still healthy, inflation is calm, and the job market is steady though not as hot as it once was.
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How to see it
Every big shift in technology has come with both excitement and pain. Some doors close before new ones open. That’s the hard part. If your work happens mostly behind a screen, it may be changing faster than you realize. If your work happens through care, craft, or connection, you’ll always be needed. The world still runs on people who show up.
The economy will probably grow, just slower. Inflation will move around but not run away. The Fed will likely keep trimming rates a little at a time, trying to keep things balanced.
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What to do
You don’t need perfect information to stay on course. The crew of Apollo 13 made it home by trusting their training and taking one careful step at a time. That is what good planning looks like too.
Your plan already expects surprises. Markets will rise and fall. Technology will change. Something unexpected will always come along. That’s not a reason to give up. It’s the reason to stay the course.
And remember, the goal isn’t to beat the market. It’s to live a life that’s steady, generous, and grounded in what matters most.
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What to do next
For your money:
Keep your investments balanced. If tech stocks have grown too large, trim them. Hold on to the bonds that give you stability and sleep. Keep enough cash for the things you’ll need soon.
For your work and family:
Learn the new tools instead of fearing them. Build real relationships. The people who stay connected are the ones who stay employed. And if life forces a change, don’t be afraid to start again. The best stories often begin right after an ending.
When things feel uncertain, keep walking. The stars that guide us are still there, even when the lights go out.
“People who don’t take risks generally make about two big mistakes a year. People who do take risks generally make about two big mistakes a year.”
- Peter Drucker