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Month: July 2020

Hope is “the” Strategy

July 17, 2020 J Clinton Hill Leave a comment

Hype is so passé and the investment strategy du jour is “hope”. It is what has been driving this market instead of anything remotely close to quantifiably certain…

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Filed under: earnings, Federal Reserve, real estate, stimulus aid, stock market commentary, trump

Now That Main Street Has Done Wall Street, Who’s Next?

July 16, 2020 J Clinton Hill Leave a comment

Investor sentiment toward risk is definitely shifting. Although mixed economic data was skewed towards “better than expected”, it hardly mattered. This itself is noteworthy as…

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Filed under: central banks, consumers, economy, Nasdaq-100, real estate, sp-500, stock market commentary

Welcome to Market Notes!

J Clinton Hill Leave a comment

To all my readers or new visitors: Many of you may remember reading my View From The Hill letters from…

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