Are You Ready for the Market Rotation? Jarvis Update July 19, 2024

Left Brain Thinking

0:00 Intro 0:45 Market Recap 2:23 Topic 1: Market Rally is Broadening 7:52 Topic 2: Previewing 2nd Quarter Earnings

As summer rolls on, we are coming into the most important time in the investment calendar: Earnings Season

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the change in the markets since the latest Federal Reserve meeting. We have seen two specific sectors of the market gain steam since Chairman Powell signaled that the first rate cut could be coming soon.

We also take a quick look at the earnings from financial companies that have already come in. Noland shares some of the themes he will be watching over the coming few weeks, as earnings start to trickle in from the tech sector.

Finally, we speak about the phenomenon over the last couple years that we have seen play out before and during earnings season.

Topic 1: Market Rally Broadening Topic 2: Previewing 2nd Quarter Earnings

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Don't hesitate to reach out using the contact info below! Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true

Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes

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