My "2024 7-picks" performance YTD, 3 new Buys and my macro take.

June 30, 2024 Update

MACRO

• M2 Data: Shows an uptick, hinting at a possible reversal. Indicates the FED may be moving towards a more accommodative monetary policy.

  

• Credit Conditions: Away from the "danger zone". Financial conditions are improving with the index below 0 and trending down.