Is the Bull Market Intact? How Investors Can Cope with Rising Rates

Left Brain Thinking - A podcast by Brian Dress - Fridays

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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.