Stock markets are at all-time highs, public companies are shutting down their operations to buy bitcoin, consumers can bet in real time on almost anything they can imagine, “meme stocks” are back in full force, even the US government is buying stocks.
Over the past several years we’ve watched the S&P 500’s performance become increasingly tethered to a handful of Mega-cap technology companies.
The second quarter of 2025 started with a bang and ended with a whimper.
Last week marked the beginning of the end of one of the most rapid interest rate hiking cycles in U.S. history.
