S&P 500 just clocked its best month of the year (+6.15%), and honestly, Mays been kind. Between $NVIDIA(NVDA)$ moonshot, $Tesla Motors(TSLA)$ 's rebound, and steady gains from $SPDR S&P 500 ETF Trust(SPY)$ , I can't complain — even if I did trim a little early. 😅
Now comes June — historically meh, and never the top month since 1980. But with rate cut hopes simmering and earnings tailwinds still intact, I wouldnt rule out a quiet grind higher… before the real test in Q3.
🧠 My take: Stay invested but tactical. Valuations are stretched in parts, but breadth is improving. Im keeping exposure, especially in tech and semis, but shifting some gains into cash and value names — just in case June lives up to its “cool-down" rep.
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