Wrapping Up This Decent Month

Only God nows for sure where we will end this day—DJT was active on Truth Social just 15 minutes ago so anything can happen.

As crazy as these days seemed, our portfolios have maintained their 13-month green stretch—although sometimes it has been by the tiniest of margins. But I am thankful that this ‘blind squirrel’ can keep finding a few nuts. With dividends/interest added in for 5/30 I hope to have about a .6% gain for May. I am under NO illusion that I will see gains like we all saw last fall. Green is green, and I will be trying to maintain the .6% monthly level.

I have updated the ‘laundry list’ of holdings today–it is getting kind of messy after a couple of years–I’ll have to try to come up with something that is less busy.

Economic news today continued to show little inflation flowing to the consumer and the various consumer confidence/sentiment numbers have been showing gains – it would appear that maybe folks are getting used to the chaos that has been occurring in governmen–only time will tell. Interest rates continue to trend a little lower with the 10 year treasury trading around 4.40% now after the dovish PCE report–I can’t imagine it will trade much lower unless congress slashes some spending (doubtful) instead of increasing deficits–the bond vigilantes will make sure rates stay elevated until the politicians get serious.

Well let’s get rested up for the week ahead—next week is employment week and we will see if we have any job growth in this crazy economy.