JUNE 2026
Monthly Market Musings
Our up-to-the-minute thinking on market trends.
The S&P 500 cruised to its best quarter in six years, overcoming geopolitical conflict, AI growing pains, and a surprisingly hawkish new Fed Chair. Portfolio Manager Anthony Brooks takes investors on a road trip through the quarter, explaining why some AI stocks hit the brakes, why memory stocks stayed in the fast lane, and why keeping an eye on valuation may help investors avoid future traffic jams.
Anthony Brooks