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 In The Lonely Bull

Up down, up down and where are we; not far from where we began the year.  That’s the picture of the major stock indices, but it is far different upon close examination.  A rotation of leadership is moving from classic growth stocks to value ones.  Coming into favor are industrial, material, and financial companies. These reflect more optimism about economic growth; not just here, but around the world.

Once the handoff to new stock market leadership becomes more complete, stock market indices should move considerably higher.  At least that is our expectation and what we have positioned portfolios for.  Patience is often required for investors; this has been the case so far this year.  Hopefully that patience will be rewarded soon.  Stay steady, my friends.

the Lonely Bull

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