$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Not sure how markets managed to rally in June. The only real difference was rates weren't as high.
Now it feels like everyone is completely overwhelmed by anxiety. Iran, the 30-year, Japan, tariffs, China, an AI bust, an economy bust, margins, competition, everything framed as a bust.
Give me a break. Things aren't as bad as Ray Dalio wants you to think. The backdrop is actually pretty solid.

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