Dark Money Millionaires Portfolio Update for June 17
From a dark money perspective, we didn’t find this week’s FOMC meeting to be particularly earth-shattering. The meeting came and went with zero change in prevailing interest rate or bond-purchasing (QE) policy. What we did find interesting is the bi-partisan consensus of the need for infrastructure funding that is happening in Washington. That bodes well for planning, movement and new contracts in the engineering, building and energy space. For now, please continue reading as Dan gives guidance on the open positions in the portfolio, including one position moving from buy status to a hold.
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