Matthew Allgood |

 

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Over the past year, we’ve seen a significant drop in mortgage rates, which historically has acted as a positive catalyst for stocks. When the average 30-year

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Matthew Allgood |

 

 

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When interest rates drop, existing bonds become more valuable because they pay a higher rate than new bonds. Recently, the expectation of rate cuts boosted

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Matthew Allgood |

 

 

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Historically, the stock market tends to perform well after interest rate cuts, which is why many investors are optimistic, and we've seen positive reactions

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Matthew Allgood |

 

 

 

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The concentration of the S&P 500 in a few major stocks has significantly increased and continues to pose a risk for markets. For instance, Nvidia by

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Matthew Allgood |

 

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Investors often describe cash/money market assets as 'dry powder' — resources on the sidelines ready to boost the equity market. However, while the notional

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