This past quarter has been extremely profitable, with accounts reaching all-time highs on the strength of the tech and semiconductor sectors. However, since the end of June, the market has experienced unusually high volatility, especially in these high growth tech sectors due to war, trade and energy uncertainties erasing some of those extraordinary gains. The old adage, “The first casualty of war is the truth,” aptly describes the challenge facing investors and analysts as conflicting information contributes to much of the volatility. The Administration’s regular assessments of the situation often proved overly optimistic and, in many cases, did not materialize as anticipated, adding to market corrections and uncertainty.

Continue reading 2nd Quarter Update: War, What is it Good For…