Summer 2024 Newsletter

Halftime 2024

We all knew this was going to be an eventful year.

2024 has had a target on it since 2020. The Presidential election has been the obvious focal point. It still is and will be into November… and beyond. But from a Market standpoint, there have been so many other developments. The S&P 500 hit 31 new, all-time highs. The relentless Bull has stampeded throughout Wall Street in the first half of 2024. 

AI enthusiasm is the big story. It’s been the indisputable driver of Big Tech strength. There’s been an AI mania on Wall Street. Companies keep investing aggressively in Artificial Intelligence, which sent semiconductor demand through the roof. Nvidia, the AI leader, has seen its revenue triple in a year.

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