Weekly Wrap Up: August 23-29, 2025
Weekly Wrap Up: August 23-29, 2025
Chart of the Week: Consumer Confidence – August 2025
The U.S. Consumer Confidence Index slipped to 97.4 in August, down from 98.7 in July. The Present Situation Index eased to 131.2, while the Expectations Index dropped to 74.8, staying below the critical 80-point level that historically signals caution around recession risk.
Source: The Conference Board, Reuters, AP
Mark’s Insight: “This dip in confidence isn’t dramatic, but it is telling. Consumers are feeling the squeeze from persistent job concerns, tariffs, and higher prices. With expectations under 80, we’ll be watching closely for signs that softer sentiment begins to spill over into reduced spending, which could ripple across the broader economy.”
Stock of the Week – Talen Energy (TLN)
Talen Energy gained attention this week after being officially added to the S&P Mid-Cap 400 index, a milestone that highlights the company’s growing role in the U.S. energy and power markets.
The index inclusion served as a key catalyst, sparking increased trading volume and institutional buying as funds adjusted positions to reflect the change. Shares pushed higher on the news, adding momentum to a stock that has already been on a strong run this year. Since its restructuring, Talen has expanded its footprint with nuclear-backed data center partnerships and natural gas generation assets, moves that have positioned it as a key diversified power producer with both traditional and clean energy exposure.
Jackie’s Take: “Talen Energy has been a core holding in select portfolios since last spring, and this week’s move into the S&P 400 only adds to the story. The stock has been consolidating in the $390–$395 zone, right under resistance at $400. A clean push through there could set up the next leg higher, with room toward the $410–$420 area. It’s trading well above both the 50- and 200-day moving averages, and with RSI around 68, momentum remains supportive without being stretched. The technical backdrop, combined with the visibility that comes with index inclusion, reinforces our outlook for continued strength.”
Quote of the Week
“It takes character to sit with all that cash and to do nothing. I didn’t get to where I am by going after mediocre opportunities.”
— Charles T. Munger, Poor Charlie’s Almanack
A reminder that in investing, patience and discipline are as important as action.
What We’re Reading
From Adam Grant’s Originals:
“Being original doesn’t require being first. It just means being different and better.”
WWM Insight: A timely reminder that innovation and long-term value often come from improvement and distinctiveness, not chasing the latest fad.
Disclaimer:
This commentary is provided for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. The views expressed are those of Wolter Wealth Management and are subject to change without notice. Please consult with your financial professional before making any investment decisions.