Trade Update 6/15/2025
New Positions
Over the past week, we added two positions to our portfolio, and today we will go over a few names we like going forward.
Last week on the CPI print, our ES 6050 was hit but was given back on Thursday on the Israel-Iran conflict .…… Please do not let this distract you; we’re entering an expansionary macro environment, and stocks across the risk curve will continue to rally.
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