Highlights
- Friday saw markets blast off after Powell hinted that rate cuts might be on the horizon in September.
- Breadth was very strong across all 29 MOTR groups, with 87 of 174 MOTR Industries posting 100% positive breadth.
- Several of our favored MOTR Industries lit up the leaderboard on Friday as well, indicating continued investor interest in these innovative growth areas.
- We were relieved to see rates drop on Friday, particularly the 10-year. This can change of course, but for now. . .