Time to Shift from Defense to Offense?

Markets are starting to heat up as earnings season slowly winds down. In this week's Jarvis® Update, we answer the question that is on many investors' minds as things start to firm up in the financial markets: Is it time to shift from defense to offense? CEO Noland Langford and Director of Research, Brian Dress, answer that question in the affirmative, as they cover the market events of the past week. We are fully aware of the negative news flow out there, including issues with regional banks and a constant drumbeat calling for an imminent recession. As Brian notes in today's video, everything points to a recession except the data! We cover the latest earnings, as well as the opportunity we think is created by the enormous divergence between megacap tech stocks and everything else in the market! If you are looking for looking for a strategy to position yourself in the market recovery that appears to be taking shape, don't hesitate to reach out and we can set up a time to talk in more detail! Topic 1: The Market Climbs a Wall of Worry Topic 2: Let's Talk About Some Good News Get signed up to our mailing list to receive all of our investment content (video and written) to your inbox every Saturday morning: https://leftbrainwm.com/newsletter For a portfolio review and to learn more about our growing list of fixed income investment opportunities that we are locking in as interest rates top out https://leftbrainwm.com/contact-us#call-back Get on Brian's calendar directly to discuss a plan for market recovery at https://calendly.com/briandress