Gains in the stock market have been broadening beyond the Mag 7 & AI.  Small Cap stocks and especially the regional banks are on the rise, as is market volatility.  The rotation is primarily attributed to cooling inflation and what’s being characterized as the “Trump trade”.  The election is still months away and as we’ve seen over the past 10 days, a LOT can happen.  So, I’m not banking on any foregone conclusions just yet.  That includes either a Trump win or a sustained decline in inflation.  In fact, the two might be mutually exclusive…more about that later.

In any case, I remain cautiously optimistic about stocks that offer growth adjusted value.  To that end, I purchased the following stocks today: AMD, CCJ, CEG, DKNG, DXCM, GE, GSAT, LEU, SHOP, TM & UBER.

I also added to my position in INTC.

I’ll be discussing all this and more in an upcoming episode of the Wealthsteading Podcast .  Keep an eye on the YouTube channel where I’ll also be posting a presentation that was recorded on July 11, 2024.

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