Higher For Longer.
Q2 and H1 2023 came to close on Friday. I’ll be releasing a full deep-dive review of the quarter in the financial markets in my feed in the next few days. For the moment, suffice to say that the TL;DR for the month of June is that it was defined by higher stock index prices but with a modest narrowing of the performance gap between the Super-Cap tech stocks and the rest of the market.
Recent events in Russia have obviously injected more geopolitical uncertainty into the world, but as long as commodity prices don’t spike meaningfully higher (which they didn’t during the March To Moscow and the…
The skinny
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