Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

Video: Macro Minute: Dallas Fed Regional Survey shows 26% biz impacted in July by Hurricane Beryl, suggesting there was an impact in July jobs report = supports soft landing view.

VIDEO: The Dallas Fed Regional Survey shows August activity incrementally better.  Moreover, special questions highlight discernible impact from Hurricane Beryl, contradicting BLS report suggesting little impact from hurricane in July jobs report.

More in today's Macro Minute Video linked here. (Duration: 04:06).

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42 SMID Granny Shot Ideas: We performed our quarterly rebalance on 7/16. Full stock list here -...

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