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The late 1990s changed markets and culture forever, and the similarities to the current environment are becoming increasingly undeniable. 

September, a typically punishing month for S&P 500 investors, has arrived with an unexpected calm.

August arrives like a closing curtain – summer’s final act. Vacations wind down, and heat loses its grip, as the long days shorten.

July, long known as the peak of summer heat and celebration, had no shortage of fireworks this year. This July also brought a new tax bill and tariff announcements capable of reshaping the economic landscape.

Like the temperature, equity markets have continued their steady climb higher this June. The looming specter of tariffs has yet to ignite inflationary pressures or stifle economic activity.