This Summer Will Be Volatile – Here’s How We’re Playing It

We’re going to have a volatile summer.

Stocks have recouped virtually all of their tariff-related losses. While the S&P 500 is still down modestly from its all-time highs, it’s positive for the year.

Investors are relaxed… even complacent… and they’re pricing in a Goldilocks scenario (a situation in which the economy slows enough to push the Fed to lower …