0:00 Intro
1:02 Market Recap
2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing
8:04 Topic 2: Interest Rates, Inflation, and the Consumer
As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video.
There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not everything is participating -- weakness in small caps, value, industrials, energy, materials, and software mean that despite an overall bull market, the rally appears to be narrowing.
In Topic 2 we discuss everyone's favorite topic we've been hoping to jettison for years now -- interest rates and inflation. We also chat about the fact that the consumer is feeling the squeeze from high inflation.
Topic 1: Bull Roaring, Rally Narrowing
Topic 2: Interest Rates, Inflation, Consumers
If you would like to learn more about our how to take advantage of the current bull market, don't hesitate to reach out using the contact info below!
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
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If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
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The Market Bull is Roaring -- Are You Taking Advantage?