We were away for the first half of August on vacation, so I missed out the July update (been a while since I missed one). However, seems like the market went up and down the past 2 months, and markets actually ended August roughly back to where they were since the start of July. If you were like me and were away for 2 months, nothing much changed at least for the S&P 500. That said, the Nasdaq has fallen more than the S&P 500 due to Big Tech taking a bigger hit and non-Mag 7 catching up. Nvidia (NVDA) has been suffering recently, bringing the index down with it. With expectations of rate cuts, yields on cash and bonds have started to fall. I’ll probably have to lower my cash holdings slightly soon, since I won’t be getting as good a yield as before. Hopefully markets fall a bit more, so I can buy more at lower prices....