I was bullish heading into June.
And it was an amazing month. Stocks had their best June in decades.
S&P gained almost 7% in just ONE month.
S&P is up almost 17% for the year so far.
And that’s one of the best first half performances EVER.
Now, let me give you a little warning.
Historically, when S&P has such a strong first half, it generally falls in the third quarter.
On average 7% when you look at the top first half performances over the past 50 years.
On the other hand, the G-20 could be a big catalyst.
Let’s wait and see. I don’t have any positions going into weekend.