“What I learned is that in business you must make decisions based on facts, not react with your heart.” – Mario Andretti Market CommentaryThe momentum is building, the markets are strong…just don’t chase after extended winners.
Economic data and market clues: The Fed’s path is much more certain. They were late moving, and they knew it. Chairman Powell is now clear. Rates will go lower, most now think by 150 basis points by the end 2025.Just a handful of high-profile earnings this week. King Costco () tells us nothing new, except that they run a tremendous business.This week’s economic data releases will point to a goldilocks environment. Not too hot, not too cold. Selected current holdings Magnet® : ACI Worldwide ACIWCastle Biosciences CSTLArgan AGX
FACTS:Amgen AMGNChubb CBLeidos Holdings LDOS More By This Author:
