Newsletters
July 1, 2025
July 2025 Newsletter
New Highs – that was fast! When stocks bottomed in April amidst headlines of a bear market decline (-20%) most analysts were busy ratcheting down forecasts. Despite our relative optimism, we thought it would take several months to reach new highs, yet here we are. Does this imply that stocks have come too far too fast?
July is a seasonally strong month so we would not be surprised to see stocks build on gains despite high valuations and significant questions regarding tariffs / trade agreements and potentially cautious outlooks as we move into earnings season.
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