May 2023 - Holdun
Where is the Recession?

Where is the Recession?

  The 5 Things You Need to Know 1. A Mixed Bag: Debt ceiling uncertainty dominated the first half of the week. However, incredible forward guidance from Nvidia sent the Nasdaq higher to record its 5th consecutive week of outperformance vs. the S&P 500. The...
Tug of War

Tug of War

Relentless Growth Doomsday economists beckoning the end of the stock market as we know it have been left to wait another week as the positive momentum continues in the face of slowing economic activity. The S&P 500 closed the week up 1.6% and is now up 17.2% from...