CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– An incredible, unsustainable GDP number: 4.9%
– Month-to-date returns and a continued sell-off in the equity market
– A technical correction and the Magnificent 7 stocks
– Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Markets
Market Update: What’s Driving Economic Growth?
Will Woodall
In Memoriam 1966 - 2024
Will was a founder and Managing Principal of CAP STRAT leading all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
Mike Rarey, CFA
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
