Wilmot(Bill) Lee III, AIF®

Financial Planner / Licensed Life, Disability & Long-Term Care Insurance

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Equity futures point to a mostly higher open to kick off the last session of a holiday-abbreviated week.

Read more in the Morning Brew. https://t.co/qIscfXW95V

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Ahead of the Fourth of July holiday, the National Retail Federation projects total spending will reach a record $9.4 billion, up 5.6% from last year. ADP data signals a slight cooling in the labor market. CIO Larry Adam shares perspective in Up & Adam. https://t.co/s8xodqGGyD

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Equity futures point to a lower opening this morning to kick off the second half of 2026. Yesterday's action saw the second quarter end in a fitting way as strong gains across semiconductor names drove the major averages higher.

Read in the Morning Brew. https://t.co/RJ3aa5l1SF

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. https://t.co/BZFzuUUvsK

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap: https://t.co/TFX7CjKJim

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Today marks the last session of the second quarter, with CNBC reporting the DJIA is on pace for its best first half since 2021. Major averages all hold solid year-to-date gains.

Read more in the Morning Brew. https://t.co/3AHGPiMlPh

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Health care is leading the equity market's recent broadening with growth expected to accelerate. Two of South Korea's largest companies are making significant investments in advanced semiconductor production. CIO Larry Adam shares insight in Up & Adam. https://t.co/R0s5Y2d1qR

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Head of Fixed Income Solutions Nick Goetze reviews the emotional cycle of an investor and notes that once a custom bond strategy is implemented, it will perform regardless of what interest rates do going forward. https://t.co/xgoSoUZCWz

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Equity futures point to a higher opening to the holiday-abbreviated week as tech stocks advance in the premarket after a volatile previous week.

Read more in the Morning Brew. https://t.co/92I0tJdcju

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

This holiday-shortened week is packed with a full slate of economic data, including key labor market reports. CIO Larry Adam provides insight into today's market-moving headlines in Up & Adam. https://t.co/sQMrwT3ASl

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

In the spirit of the United States' 250th anniversary, Raymond James Chief Investment Officer Larry Adam shares insights on the resilience of the US economy and financial markets and what to watch in the second half of the year. https://t.co/GFQ1e6oGQb

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/taoc5Me7lT

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines how a Warsh-led Federal Reserve is stepping away from forward guidance, leaving markets to speculate. https://t.co/nKHM5fJoXv

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Equity futures point to a lower opening as semiconductor stocks move sharply lower in premarket. Chipmakers are giving back gains after reports that OpenAI may delay its IPO to 2027.

Read more in the Morning Brew. https://t.co/sjL3Vv6HM6

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. https://t.co/54KylkNs1J

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

The major averages are coming off a lower showing, with pressure across semiconductors and other tech names offsetting another session of broader market participation as oil prices and Treasury yields continued to fall.

Read more in the Morning Brew. https://t.co/gtnP1fWyqV

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide. https://t.co/ffNtaglGyq

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Banks cleared the Federal Reserve's annual stress test, supporting confidence in the sector as investors continue to assess the broader interest rate environment. CIO Larry Adam shares perspective on today's market moving headlines in Up & Adam. https://t.co/8yX6lS6snV

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Equity futures point to a higher open as tech stocks, and in particular, semiconductor and memory names, are rebounding from yesterday's selloff.

There are fewer geopolitical developments to monitor this morning.

Read more in the Morning Brew. https://t.co/fstRmoU4vT

[Wilmot(Bill) Lee III, AIF® @IntrepidFinance]

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. https://t.co/idkHhMBF8b