Portfolio Update For July 29
The Senate voted to begin debating the various elements of infrastructure reform, which is a step closer toward adopting the proposal. We are not there yet, but we’re getting there and will be monitoring things closely in Washington for true resolution on this bill. Passage of the package will affect some of our positions in the portfolio as well as give us more data for upcoming trade recommendations in the world of dark money flows. For now, Dan gives guidance on all the open positions as he reviews your portfolio.
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