A 3-5% drop will feel like 15-20% LOL. Days like today give the bears hope and keeps them on the wrong side of the market. Well over due

Well this is one way to get mortgage rates lower. Have a great Friday! Clients video will be in your inbox today.

Always an honor being with Charles V Payne . Thanks for having me today.

Today Charles V Payne and I discussed the importance of being active in this market. Charles is one of the best.

I look forward to kicking the week of with my friends Varney & Co. . We will discuss Friday’s action and how we plan to play the August chop. See you at 9am!

Today I discussed with Varney & Co. the current market conditions and our expectations moving forward. Have a great week.

Friday I discussed with Charles V Payne why we recently added XHB. It’s early but home builders may be a sleeper that sneaks up on many next year. Time will tell.

Monday I discussed with Varney & Co. we added $AAPL for the first time in 2025 as a way to start playing defense. Yesterday we continued the game plan by taking some off the table from our high fliers $MSFT $PLTR $SMH. Short term tactical move to be ready for Sept.

We are going to boom in 2026. $aapl

Our rebalancing and repositioning continued today . A lot of activity since last Friday . Thankful for my amazing team that makes it possible to be so nimble.

Heading across the street to see ⁦Jason Aldean⁩ . He always puts on a great show!

We added AAPL 2 weeks ago as discussed on FOX Business but we are net sellers this week for the first time since FEB. Short term tactical play. Will reload in the coming weeks. Will see if we are right.

I look forward to joining my friends Varney & Co. today from a conference room in Utah . How are you positioning yourself for the next 3-6 months ? See you at 9:25am est.

Today I discussed why we raised cash the past week and the deployment plan over the next 3-6 months. There will be new leaders moving forward and ATHs is a good time to take profits. $XHB

We have had many head fakes on a rotation. This one may not be a fake when we look back 6 months from now.

Tomorrow I’ll be joining FOX Business and Maria Bartiromo live at 7:10 am ET to discuss our short term outlook on the market and how recent inflation data and a potential Fed cut in September could shape the economy. We will share how we are playing it. Tune in via:

Spent some time this week in Deer Vally, Utah with Diversify, Inc. . What a beautiful place! I have a feeling every independent advisor will know who they are soon enough. One of the most impressive management teams I’ve been around. Real visionaries in the industry.

What an honor to join Mark Tepper this morning with Maria Bartiromo to discuss markets and Fed policy.

The last two weeks we have shared our thought process behind trimming big winners like $PLTR and $MSFT for clients to rotate into things like $XHB. Way to early to tell but IMHO this next leg will have new leaders.