The Future of the Rally 7/18/25

Frank Holland and the Investment Committee debate the future of
the rally as next week brings key economic data and quarterly
earnings from nearly 20% of the S&P.  Plus Kevin Simpson
making some major portfolio moves, he shares them all with the
Committee. And later, we hit the latest Calls of the Day on Eli
Lilly and Materion. 


Investment Committee Disclosures


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