To Trade or Not to Trade, That is the Question

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Ethos is replaced by our Monthly Investor Strategy update. See the report HERE.

 

As reliable as the trade winds, volatility has returned as we entered August. In this update:

  • Market recap – that accelerated quickly
  • Market cycle
    • Hanging in there
    • Elevated correction risk
  • Manufacturing recession?
  • Energy – once bitten, twice shy
  • Portfolio Positioning