July 2022 - Holdun
Stocks are Cheap

Stocks are Cheap

Earnings have been beating expectations so far this week; Markets had their best one-day percentage gain in a month, and bitcoin cleared $24,000. So, is this the end of the bear market as we know it or is this just another verse in a seemingly endless elegy? As much...
Threading the Needle

Threading the Needle

  MARKETS S&P 500 3,863.2 -0.9% Nasdaq 11,452.4 -1.6% 10-Year Treasury 2.93% -16bps Bitcoin $20,836.33 +4.3% Top 5 Market Moments Too Little Too Late Strong monthly retail sales resulted in a rally on Friday, but this wasn’t enough to offset the stock...
The Worst 6 Months in History

The Worst 6 Months in History

Since the start of the year, fears of what the economy and markets would look like without unlimited FED support, slowing growth, higher interest rates, and sticky inflation have decimated investor sentiment. We saw this play out in Q1, and the precipitous decline...