The Monthly Review: July

Recent market events have a hint of volatility reminiscent of the infamous Black Monday of 1987. Although the situation has been contained for now, there are risky investment strategies, such as the "carry trade" with the yen, that can lead to significant market movements and margin calls. What can be expected is further correction among Big Tech companies, like Nvidia, and uncertainty related to the upcoming U.S. presidential elections in November.

Advice: avoid impulsive reactions to market movements and keep your portfolio aligned with your personal risk profile.