The Market Bull is Roaring -- Are You Taking Advantage? Jarvis® Update June 21, 2024

0:00 Intro 1:02 Market Recap 2:23 Topic 1: Bull is Roaring, But the Rally is Narrowing 8:04 Topic 2: Interest Rates, Inflation, and the Consumer As summer begins, we are back with you with a market update video for the first time in the last six weeks. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, discuss the current state of things and developments since we last released a video. There is an awful lot to discuss this week. Since markets bottomed in mid-April, the S&P 500 is up roughly 10%, while the tech-heavy NASDAQ is up 15%. But not everything is participating -- weakness in small caps, value, industrials, energy, materials, and software mean that despite an overall bull market, the rally appears to be narrowing. In Topic 2 we discuss everyone's favorite topic we've been hoping to jettison for years now -- interest rates and inflation. We also chat about the fact that the consumer is feeling the squeeze from high inflation. Topic 1: Bull Roaring, Rally Narrowing Topic 2: Interest Rates, Inflation, Consumers If you would like to learn more about our how to take advantage of the current bull market, 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/60-minute-meeting 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 To check out our website, head over to https://leftbrainwm.com/ If you would like more information about our model portfolios head to https://leftbrainwm.com/report. Email Brian at [email protected] for details. 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.