Up and Away!

The economic data from June was generally pretty good. This means that Q2 GDP data is probably going to look pretty good, especially on a sequential basis compared to a surprisingly weak Q1. What do we do with that?

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Unlikely…But Possible!

We’ve taken a fair number of actions lately. Some of that is just due to the ratings cycle I go through – periodically taking a fresh look at stocks and deciding to change some things.

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