HeyJaredThe Manley Market Memo
We analyze the economy and financial markets through the lens of an experienced contrarian value investor. We believe that capital preservation is paramount, and valuation is the best measure of an asset’s long-term expected return.
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The Manley Macro Memo (opens the original)
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Executive Summary:After a volatile first quarter defined by the war in the Middle East and an 84% spike in oil prices, the second quarter delivered a sharp reversal as the conflict de-escalated and oil moderated from its March peak near $120 per barrel. As the ceasefire with Iran held, investors aggressively rotated back into the AI trade, propelling the S&P 500 higher. In this risk-on environment, the S&P 500 rallied 15.1% for the quarter, while the equal-weighted S&P 500 and the Russell 2000 s
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