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The Halfway Point of 2023

The Dividend Cafe

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The Top Three Surprises of the Year

The response to the failure of Silicon Valley Bank, Signature Bank, New York and then First Republic was almost nil. The Strategic Petroleum Reserve has been such a non-actor in the energy sector that it hasn't taken advantage of lower oil prices. Right now five companies in the S&P 500 are making up 24% of its total capitalization. It's the most top heavy the markets have ever been.

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