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October 1, 2026
October 2026 Newsletter
Stocks struggled in September, but most indexes remain near highs. We continue to view the last months as a period of consolidation following exceptional performance in Q2. This is generally healthy and although most concerns remain unresolved (wars, high oil prices, rising interest rates, looming mid-term election…) investors have shown resilience and positive trends remain intact. September itself was interesting as leadership was exceptionally narrow (see chart and thoughts on page 4).
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