Shiller CAPE may be elevated and volatility may be low but recent economic data has been improving. This is now pointing to above trend GDP growth in the third quarter, bouncing back from the Winter snap. July and August are usually quiet months for trading and there lacks a catalyst for a downward turn.

As a result, I have cautiously increased my longs and made these stock market buys last week:

Toyota Motors $TM

Toyota Motors Price Chart

Freeport McMoRan Copper & Gold $FCX

Freeport McMoRan price chart

FutureFuel $FF

FutureFuel price chart

Intelliquent $IQNT

Intelliquent price chart

Diploma Plc $DPLM.L

Diploma price chart

Castings $CGS.L

Castings plc price chart

Games Workshop $GAW.L

Games Workshop price chart

 


 

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