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Archives for July, 2025

  1. July 7, 2025

    We wrapped up one of the most consequential periods for U.S. equities. The S&P 500 recovered all its losses in the quarter and then some, rising 30% from the April 7th lows.1 In fact, it’s one of the most rapid recoveries since 1950, with a 1.6 month bear market, no… More >>