There has been a lot for investors to digest since coming back from the summer, and there is more to come. Now may be the most important time of the year for portfolios.
Fabulous write up and especially insightful given the critical state of the markets this month. Thank you!
I continue to believe that there is too much negativity already baked into markets and a spark or two of positive news will give us a short term rally. There is too much cash sitting on the sidelines just waiting to be deployed.
We might just have to hold our nose and get through Sept.
Excellent write up! Thank you!
Fabulous write up and especially insightful given the critical state of the markets this month. Thank you!
I continue to believe that there is too much negativity already baked into markets and a spark or two of positive news will give us a short term rally. There is too much cash sitting on the sidelines just waiting to be deployed.
We might just have to hold our nose and get through Sept.
I do not disagree that some positive news, especially on earnings, will change the tide of risk. However, that is not my base case scenario.