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S&P 500 6,121 +8.1%MTD PerformanceNASDAQ 22,480 +12.4%MTD PerformanceTLT 84.30 −6.4%MTD PerformanceCOPPER 5.18 +14.2%MTD PerformanceGOLD 3,420 +9.7%MTD PerformanceDXY 101.2 −3.1%MTD PerformanceWTI 72.40 +2.6%MTD PerformanceVIX 16.8 −1.2%MTD PerformanceS&P 500 6,121 +8.1%MTD PerformanceNASDAQ 22,480 +12.4%MTD PerformanceTLT 84.30 −6.4%MTD PerformanceCOPPER 5.18 +14.2%MTD PerformanceGOLD 3,420 +9.7%MTD PerformanceDXY 101.2 −3.1%MTD PerformanceWTI 72.40 +2.6%MTD PerformanceVIX 16.8 −1.2%MTD Performance
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PLAYBOOKAdnan Brkic, CFA
JUNE 2026
The Long Arch
We believe we are living through the early years of what will become the longest and most powerful secular bull market in history.
KEY TAKEAWAY
Expect a midterm-year correction near 20%. Treat it as the entry, not the ending.
Spend less time on the screen. More time with clients.
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