Well, the rally from Q4 continued for all. The great thing to see this past quarter was some good participation from the dividend/value stocks and small companies. However, this could be short-lived if the Fed doesn’t cut rates for a while. Many of you know that I don’t expect the Fed to cut rates, or just can’t see any reason in the near future, more than once if at all this year. Long live the 5% money markets here… We will see where the summer goes with all this noise from the election, Iran, oil prices, and AI. We will continue monitoring your game plan for the best outcome.
Here are the details on the quarter for you.
