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“If I had eight hours to chop down a tree, I’d spend six hours sharpening my ax.” Abraham Lincoln
Market Commentary:The markets are ignoring risk, but that does not mean you should…
Economic data and market clues: The Fed’s path is much more certain. Do not worry about the 50 basis point they made as concerning, they were late moving, and they knew it.Fed Chairman Powell is now clear. Maintaining a restrictive stance right now makes no sense and the Fed understands that.Short term interest rates will go lower, I think by another 150 basis points by the end 2025.Maybe it is time to stop focusing on The Fed and own shares in the best companies in the best sectors? Selected current holdings: Magnet® : Lots of actionable ideas right now.ACI Worldwide InterDigital GeneDX Holdings FACTS:Generac Green Brick Partners Leidos Holdings For more information, .More By This Author: