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12:00 TUESDAY – Stock Market Report #122 – 7/6/21

by Robert Holman | The Defensive Advisor |

INSIDE: Current market rating, the economy, and a free offer.

ECONOMY Primary worries remain inflation and interest rates – the most current core-CPI reading was 3.8% in May, following 3.0% in April, and 1.6% in March. The bond market views these increases as temporary, as the rate on the 10-year Treasury has declined from 1.74% in March to 1.43% currently.

STOCKS … Capital gains will likely be coming slower than in the immediate post-Covid environment. The reopening trade continues to dominate the market, with a good reactivation in big tech. Picking stocks – the right names - that will perform strongly in this environment has been challenging recently, yet good opportunities still exist. Selection and timing are important.

FREE OFFER for PROSPECTIVE CLIENTS – We control risk by adjusting our portfolio holdings, often selling down positions concurrent with increases in market risk in order to preserve our capital. I would be pleased to give you a complimentary portfolio evaluation and risk assessment --- pointing out any flaws we find and giving you our ideas for improvement. Contact me at or by calling 972-702-6032 or by sending your contact information via the website link below.

TO MY EXISTING CLIENTS, THANK YOU FOR YOUR TRUST. We’ve had great success since we started this RIA in mid-2018, up more than 80% in our moderate risk portfolios for the 3-year period, after all income and expenses are included.

Opinions voiced in this post are for general information only and are not intended to provide specific advice or recommendations for any individual, without complete knowledge of that individual’s total financial profile. No strategy assures success or protects against loss. Past performance does not guarantee future results.


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