Sigma Signals

Week of June 24, 2024

The Sigma Signals turned 2 years old last week. Reminiscing on the investment landscape from two years ago compared to present day, items of significance include an increased yield on the 10 year US Treasury Note, a sharper focus on Social and Cultural issues and their effects on investment thesis, and a US Economy that has remained resilient despite the all but certain expectations of a recession from economists way back in 2022. There are no changes to our Signals this week. 

Michael Mullenax, CFP® and Bob Bilkie, CFA.