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The Rally 6/30/23

Halftime Report

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The Best Returns for the Rest of 23, Short-Term Treasuries, at 26%

People who voted for the first time, I think, see competition between stocks and bonds working in perhaps stocks favor again. The optimistic case is that the Fed can normalize rates back down while inflation continues to come down with no catastrophic effect. And maybe that trend starts to still go even further into equities favor.

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