It’s been a rough few weeks in the market, and I don’t believe it’s getting better for a while longer. I hate to join many others in sharing my pessimism about the near-term, but all the indicators I follow point toward a meaningful pullback. But while the timbre of other commentary is laced with fear […]
July was a very positive month for the markets, meaningfully reversing the trend we saw in the first half of the year. The primary causal factors seemed to be: A 75bps rate increase from the Fed that was accompanied by what many perceived as a dovish pivot in tone. Corporate earnings that were not as […]
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