Left Brain Thinking

September is closing out in markets just the way it started -- poorly. This week, we examine the various reasons why investors appear to be on edge. It should come as little surprise that interest rates are at the heart of the angst.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss some of the green shoots we do see in the markets, including the reemergence of oil, the beginning of M&A in the tech world, and the fact that we are starting to see IPOs coming back to market.

We preview the upcoming 3rd quarter earnings season and the general topics that we will be watching when companies beginning the earnings reporting process here in a couple weeks.

We close out with a short look at the lighter side of the news this week. Since Brian is a die-hard Chiefs fan, we would be remiss if we didn't discuss the most important news in the world this week: the budding romance between All-Pro Tight End Travis Kelce and international superstar, Taylor Swift. We welcome any Swifties that surf through to our video to learn a bit about investing!

Topic 1: What the **** is Going On Lately? Topic 2: Our Expectations for Q4

If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to https://leftbrainwm.com/

If you would like more information about our model portfolios head to https://leftbrainwm.com/report

Email Brian at [email protected] for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

This week our CEO Noland Langford sat down with an old friend of the show, Chuck Jaffe, for a good old-fashioned stock talk.

Noland starts out the show giving a review of 2023 year-to-date, noting the top-heavy nature of the market over the past 9 months. He mentions that he is looking for opportunities in small and mid-cap stocks, both of which have underperformed in 2023.

Noland discussed some of his favorite ideas in the current market, including DraftKings (DKNG) and two of his best ideas in the oil services and drilling industry: Schlumberger (SLB) and Transocean (RIG).

Chuck closes out the show by running Noland through a gauntlet of five stocks in the Lightning Round, giving you the Left Brain view on some of the stocks on listeners' minds.

We want to thank Chuck and his team for hosting Noland on the show this week. To learn more about the show, "Money Life with Chuck Jaffe", head over to moneylifeshow.com

To set time directly on our calendar for a no-cost, no-obligation consultation with one of our Left Brain advisors, head over to Book Time to Speak with a Left Brain advisor

This week we switch gears from our usual market recap videos to bring you the latest in our Fundamentals of Investing series, discussing a topic that is relevant to literally all families -- Life Insurance.

Most of us know Life Insurance is an essential building block of a comprehensive financial plan, but there are so many options and potential pitfalls that going it alone is a dangerous strategy.

In this week's Jarvis® Update, we welcome VP of Investments, Freddy Garcia, our resident financial planning expert, to cover some of the major mistakes he has seen investors make over his 26 years of financial planning and advisory experience.

As we talk our way though the common errors that folks make with insurance, we come to some key conclusions:

(1) Don't procrastinate, as a single split second event could leave your family in need of a life insurance benefit (2) Don't go it alone -- this is a complicated field, but there are also many novel strategies that can help your family and minimize their tax burden (3) Always review what you have -- life changes, insurance companies change, beneficiaries change. It's not good enough just to buy a policy and stick it in the drawer for decades!

If you are looking to get on top of your insurance situation and achieve peace of mind, both for yourself and your loved ones, please get in touch with us to schedule a meeting! You never know when you will need it. https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

Call Brian directly at (630) 547-3316.

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

The first few weeks of August have been fairly dismal across markets. But we saw some quite impressive earnings reports out of a few AI-related names this week in Nvidia (NVDA), Splunk (SPLK), and Snowflake (SNOW).

This got us to thinking we should share part of the discipline of long-term investing with our followers. Just because stock prices are down temporarily, doesn't mean that we should knee-jerk sell our stocks!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress cover our thoughts on the conclusion of earnings season, along with our thoughts of how best to handle emotions related to short-term fluctuations in the stock market. Noland keeps it simple: Don't Look at Your Statement so much!

Topic 1: Earnings Season Closes Out Topic 2: Why We Don't Knee Jerk Sell Into Weakness

With that in mind, if you are still sitting on cash in the bank, now is the time to get invested with stock prices down (temporarily in our view), as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail! To check out our new website, head over to https://leftbrainwm.com/

If you would like more information about our research service, head to https://leftbrainwm.com/report. Email Brian at [email protected] for details. Get on Brian's calendar directly to discuss a plan for the new bull market at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

Markets were positively buoyant in the first 7 months of the year, with the S&P 500 gaining roughly 17% on the way to August 1. But in the last couple weeks we have seen a slight correction across the market.

With that in mind, along with the inflation data, as well as the rising interest rate environment, we are starting to hear concerns from investors that perhaps the bull market could be over before it started.

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, give our answer to the question: "is the bull market intact?" Spoiler alert: we answer in the affirmative and realize that corrections of 5-10% are normal in the context of any bull market.

A few shaky days in the markets are not enough to shake our conviction in the positive direction we have seen in a few key areas in the market. Noland covers his 3 favorite segments of the market: (1) Digital Transformation, (2) Artificial Intelligence, and (3) Digital Advertising.

Finally, Noland covers some thoughts he has for investors wondering how to deal with rising interest rates, especially as regards decisions in real estate.

Topic 1: The State of Our Bull Market Call Topic 2: How Investors Should Respond to Rising Interest Rates

With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

To check out our new website, head over to https://leftbrainwm.com/

If you would like more information about our research service, head to https://leftbrainwm.com/report

Email Brian at [email protected] for details. Get on Brian's calendar directly to discuss a plan for the new bull market at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

Tax day was just 3 months ago, but we think now is the time to start thinking about how to be tax-efficient for next year!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our three favorite tax strategies for investors, along with a fourth bonus strategy that is one of Noland's favorites!

Before we get to taxes, we cover the improving market conditions and our outlook for the 2nd half of 2023 and where we see opportunities continuing to develop. To be clear, we are optimistic that we are in the early stages of a bull market.

With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Outlook for the 2nd Half of 2023 Topic 2: The Top 3 Tax Strategies for Investors

To check out our new website, head over to https://leftbrainwm.com/ There you can sign up to receive our weekly emails and also schedule a free portfolio review with us.

If you would like more information about our research service, head to https://leftbrainwm.com/report. This week we are out with The Chosen, our favorite stock and bond opportunity for each fiscal quarter. Email Brian at [email protected] for details.

Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

We've been as out front as anyone stating our view that we are in the early days of a bull market.

This week we cover one of the biggest turnaround sectors of 2023 -- travel. Whether it be airlines, cruise lines, hotels, or anything tangentially related to travel, it seems to be working. Strength in a consumer sector like travel has us asking: "What Recession?"

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, name a couple of our favorite travel stocks. But before that, we step back for a more general topic -- why we select individual stocks rather than passively investing in index funds. We run through a few facts and figures about the 8th wonder of the world -- compounding.

If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Why We Pick Individual Stocks Topic 2: Travel Stocks -- What Recession?

To check out our new website, head over to https://leftbrainwm.com/

There you can sign up to receive our weekly emails and also schedule a free portfolio review with us. If you would like more information about our research service, head to https://leftbrainwm.com/report

This week we are offering a special for those interested in becoming a subscriber and receiving 6-8 new stock reports per month and access to our library of 100s of reports. If you subscribe in the next 7 days, you can lock in a $99/month rate ($299 regular price). Email Brian at [email protected] for details.

Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities.

Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.

This report may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.

THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND. Left brain Wealth Management DISCLAIMS ALL EXPRESS AND IMPLIED WARRANTIES WITH RESPECT TO THE REPORT, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF ACCURACY, TIMELINESS, COMPLETENESS, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.

The Report is current only as of the date set forth herein. Left Brain Wealth Management has no obligation to update the Report, or any material or content set forth herein.

It's certainly been a tough road the last 18 months, but finally we see the clouds beginning to part in markets.

We have seen great strength in the growth areas of the market, sure, but things are beginning to widen out and we are ready to make that the call that we are finally back into bull market territory!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, answer affirmatively that we are looking at the very beginning stages of a bull market. Of course this creates a dilemma for those investors who have been sitting on the sidelines in cash, CDs, and in other "low risk" instruments.

We provide some thoughts for those investors wondering whether or not it is too late to get involved in the market rally. (Spoiler alert: we think it is not!) If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: It's Looking Like a Bull Market Topic 2: What to Do if You are Still Sitting on the Sidelines

To check out our new website, head over to https://leftbrainwm.com/

We would appreciate your feedback! There you can sign up to receive our weekly emails and also leave your information with us if you would like to schedule a free portfolio review with us. If you would like more information about our research service, head to https://leftbrainwm.com/report

Get on Brian's calendar directly to discuss a plan for the new bull market at https://calendly.com/briandress

Boy, are we glad to put the debt ceiling fiasco behind us!

Markets have started to gain steam, both from the resolution of the debt ceiling, but even more because of the continued emergence of AI as an investment theme.

In this week's Jarvis® Update, we cover the new market dynamic we seem to be seeing, especially in the world's largest growth stocks.

From there, CEO Noland Langford and Director of Research, Brian Dress, discuss the massive divergence we are seeing in performance between the world's 10 biggest companies and everything else. The S&P 500, a market-weighted index, is up more than 10% Year-to-Date, while the RSP, the equal-weighted S&P index, is up just a fraction of a percent. We give you our thoughts on whether this dynamic will continue.

We are starting to become more bullish on both the stock and bond markets and we are as optimistic as we have been in some time. If you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Market Divergence is Getting Extreme Topic 2: Artificial Intelligence Dominates the Conversation To check out our new website, head over to https://leftbrainwm.com We would appreciate your feedback!

Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainir.com/jarvisnewsletter

For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates start to fall https://leftbrainir.com/free-portfolio-review

Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress

Markets are starting to heat up as earnings season slowly winds down.

In this week's Jarvis® Update, we answer the question that is on many investors' minds as things start to firm up in the financial markets: Is it time to shift from defense to offense?

CEO Noland Langford and Director of Research, Brian Dress, answer that question in the affirmative, as they cover the market events of the past week. We are fully aware of the negative news flow out there, including issues with regional banks and a constant drumbeat calling for an imminent recession. As Brian notes in today's video, everything points to a recession except the data!

We cover the latest earnings, as well as the opportunity we think is created by the enormous divergence between megacap tech stocks and everything else in the market! If you are looking for looking for a strategy to position yourself in the market recovery that appears to be taking shape, don't hesitate to reach out and we can set up a time to talk in more detail!

Topic 1: The Market Climbs a Wall of Worry Topic 2: Let's Talk About Some Good News

Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainwm.com/newsletter

For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates top out https://leftbrainwm.com/contact-us#call-back

Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress