Do you know what makes you contrarian these days?
Being bullish.
I brought on my old friend, David Quinn from Targeted Equity Consulting, to discuss why the economy is actually doing well, and US tech stocks can go a lot higher.
Here is a link to to David’s market view from June 5th.
Targeted Equity Consulting Market View, June 5, 2025
Have a great 4th of July weekend!
Erik
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