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Episode 100 with Darren Rovell
The Compound and Friends
The Best First Half for the S&P 500 Since 2019
The S&P 500 finished the first half up 6.6% in June total return year to date up 16.9%. This is a year where pretty much everyone went into it bearish like how good could things possibly be because of this? The stand out thing that happened that drove that was the consumer. Today, we got an ADP report saying in June alone, the US economy added 500,000 private sector jobs. If you look at the right places and that's why you have to invest in the right places like anything, I mean, it's on fire.
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