Dear Client, Happy February!
I hope you're having a wonderful start to the year.
It's always exciting to see a strong equity performance month like we had in January. Historically, these months have led to solid calendar years for investors. So, you know, no pressure or anything.
And let's not forget about the critical macro trends that remain positive.
Unemployment is still low, spending is strong among the upper 20% of income brackets, and companies are all about deflationary items like technology, cloud solutions, and AI.
Speaking of future technologies, artificial intelligence is dominating company boards and earnings calls, which is excellent news for investors.
Sure, it may sound speculative to some, but I've been calling it for years, and I stand by my predictions of continued growth around AI.
Now, before we all start counting our chickens, let me offer a word of caution. There's always the possibility of unemployment sharply rising and throwing a wrench in our investment bliss.
But for now, let's enjoy the positive momentum and keep our fingers crossed that things stay on track.
Cheers, Chris
Christopher R. Lakian,
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