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Do Not Ignore Small Caps

🚨 🚨 For investors, the bull case for small caps that prevailed when the year began, still holds. The asset class typically does better in an election year. U.S.-based companies are expected to benefit from secular tailwinds such as the reshoring of supply chains, and smallcaps can get a boost after the Fed starts to lower rate cuts, which could come as soon as September

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The Next Biggest Thing

⚡️⚡️ Investors who want to support the energy transition should consider backing natural gas as a fuel. There are investment opportunities in U.S. natural gas producers but the major pipeline companies are a better play for investors

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Do Not Be Proud Of Your Salary

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Fed Not Ready To Cut Rates

🇺🇸 🇺🇸 Federal Reserve officials at their June meeting indicated that inflation is moving in the right direction but not quickly enough for them to lower interest rates

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AI Gains Hold In Fast Food

🍔 🍔 This year, 16% of restaurant operators plan to invest in artificial intelligence, including voice recognition, according to a survey from the National Restaurant Association. Most of the big spending comes from large chains, which have the capital and scale to make the technology work for their businesses

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Traders Are Buying Steepeners

🇺🇸 🇺🇸 Traders in the $27 trillion Treasury market are betting on higher long-term bond yields as Wall Street starts to adjust for Donald Trump’s potential return to the White House

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