Is The Sellable Rally Done?
Some Comments On The Fed Cutting Rates
Sector & Market Analysis
401k Plan Manager
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Wednesday, June 26th from 12:30-1:30 pm.
Review & Update
This week I want to step back and talk about some misconceptions with concerning markets, cycles, and investing. However, before we get to that, let me give you a quick review and update on where we are following the “sellable rally,” we have discussed over the last couple of weeks.
In review, we said last week:
“We remain primarily long-biased in our portfolios, but are also slightly overweight in cash, and portfolio weight in fixed income. We are also carrying some hedge by having overweighted “defensive” stocks a couple of months ago which haveRead More »