Weekly Commentary | July 28, 2024 | PCF Rights, MMD Liquidation, FSCO/Preferreds/ Munis!

Jul 28, 2024

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Macro Picture

Stocks continue to show mixed overall results but underneath the surface, there remains a sizable rotation afoot. Small cap and value areas of the market continue to perform well while technology has been lagging.

For the month (so far) of July, we've seen significant outperformance by real estate and financials, while tech and consumer disc…

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