The View from 5th Avenue

The View from 5th Avenue – 22 July 2024

“Head on the swivel” as they say in sports or when simply walking throughout the bustling streets of Manhattan, it is the same approach we must have towards markets during the current environment. As we ALL received the alerts on our phones yesterday afternoon/evening regarding President Biden bowing out of the race….our heads must remain on a swivel as we undergo unprecedented times during US politics, while managing Q2 earnings (according to FactSet 138 SPX companies are set to report this we…

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