09/02/2026
To say the last two weeks have been dreadfully hot would be an understatement.🔥 Along with the heat and humidity, we have not had a lot more than a replay of concerns over the level of national debt.
In this week’s note, I will finish the discussion on bonds and talk a bit about what I am looking for going into September.
Check out this week's Views From the Tower here 👉 https://www.tower68.com/blog/august-volatility-to-opportunity-the-market-outlook-ahead