August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
We initiated three positions, added to several others, and locked in massive gains along the way.
It sure seems a breakout is imminent, but there is solid resistance just above.
The reason why we’re focused on this week’s inflation and wage growth data.
The data landscape has shifted but developments this week could render a decision.
Renewed attacks between U.S. and Iran, a big week of August economic data and other headlines moving the market this morning.
Too much bullishness when seasonal weakness is here is not a good combination.
We continue to see consumer pressure providing a tailwind moving into the holiday shopping season.
CIBR has been strong throughout selling in the software sector and is poised to continue a breakout.
The Fed Chair gave no formal forward guidance, but inflation remains the focus and rate hike probabilities have shifted.
An October Investor Day should bring more clarity on longer-term opportunities.