Heading into the third quarter of 2024, I can't say the market has done exactly what I predicted it would at the beginning of the year. However, I will say that the risks I pointed out and the themes I thought would dominate the year have held true to form.

Here’s my take on when I think the overall market will see volatility and a couple new names on the long side I’ve been watching over the last month.

I'm now more convinced than ever that a pullback in markets, which I still believe is inevitably coming as a result of the effects of 5.5% rates working their way through the plumbing of the economy, will arrive just as soon as, or slightly after, the first rate cut.

Source: Zero Hedge
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