This week we present our Portfolio Allocation Summary for June 2023.

This week we present our Portfolio Allocation Summary for May 2023.

This week we present our Portfolio Allocation Summary for April 2023.

This week we present our Portfolio Allocation Summary for March 2023.

This week we present our Portfolio Allocation Summary for February 2023.

This week we present our Portfolio Allocation Summary for January 2023.

This week we present our Portfolio Allocation Summary for December 2022.

This week we present our Portfolio Allocation Summary for November 2022.

This week we present our Portfolio Allocation Summary for October 2022.

Highlights Chart 1A Hot Labor Market  The balance of data that’s come out during the past month points to a labor market that is not cooling very quickly. In fact, it is cooling much more slowly than we anticipated.…