Portfolio Roadmap Update (7/10/21)

Good Day Everybody!

Last Week may have been a notable turnaround from a Delta variant growth scare to a Fed inducement that they will support the economy until complete restoration. The move on the 10yr Treasuries to 1.25% did have the feel of a panic wiping out any & all bets of higher interest rates. The sold off sectors in value (financials-materials-…