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  • Writer's pictureTim

What's Happening Now?



August and September are traditionally tough months for the market. What I currently see is a tug of war developing between the macro economic traders who are looking at the stronger dollar/higher interest rates and playing toward the energy sector and large caps, and the futurists/growth investors who are hoping that lower inflation, lower long-term rates will stabilize and offer artificial intelligence and other market opportunities to take hold. I think the winner will depend upon the time frame. I see the dollar strength and interest rate issues as important but not overwhelming to the longer-term thesis regarding growth in the tech sector. I must be careful though. The market has come to illustrate nervousness and this higher volatility must be respected.



The opinions expressed in this commentary are those of the author and may not necessarily reflect those held Twin Gryphon Advisors, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward-looking and should not be viewed as an indication of future results.

Investment advisory services offered through Twin Gryphon Advisors, LLC, a registered investment advisor.

The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. It does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented, nor any opinion expressed, constitutes a solicitation for the purchase or sale of any security.

Past performance does not guarantee future results.



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