https://youtu.be/maGByUPQMQQ](https://youtu.be/maGByUPQMQQ%5D(https:/youtu.be/maGByUPQMQQ))

After 4 straight weeks of positive action, we've seen a pullback in the market this week. We discuss the reasons for the selling and whether investors should be worried that the summer rally is coming to an end.

Director of Research, Brian Dress, flies solo on this week's episode, with CEO Noland Langford enjoying a well-deserved vacation.

We heard directly from the management of some pretty important tech companies this week, with results coming in fairly mixed. We saw a huge run in Palo Alto Networks ($PANW), along with Snowflake ($SNOW) after very positive earnings releases.

On the other side of the ledger, we saw negative reports out of Nvidia ($NVDA) and Salesforce ($CRM), two titans. What we found interesting was that the market reactions were more muted to this difficult news than it was last quarter, which makes us wonder whether market sentiment is, in fact, turning.

We also cover the fact that energy was the 1 of 11 S&P 500 sectors that was positive on the week and ponder whether energy stocks actually provide some portfolio support that empowers investors to take risk in other areas.

Topic 1: Last Gasp of Q2 Tech Earnings

Topic 2: Energy: Portfolio Ballast?

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We think it's time for investors to consider putting excess cash back in stock and bond markets, where the momentum is looking better and long-term prospects look strong.

For a portfolio review and to learn more about our "bounce back" list of stocks and our model bond portfolio, head to https://leftbrainir.com/free-portfolio-review or get on Brian's calendar directly at https://calendly.com/briandress. You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com