Investor Letters
Kaydan Wealth Management
- July 2026 Market and Economic Update: Mixed Signals and Elevated Valuations Kaydan Wealth Management maintained a cautious stance as the Leading Economic Index, consumer credit, commercial mortgages and employment data pointed to mounting economic strain. It cited persistent inflation and elevated equity valuations, while using money market holdings in certain IRA accounts amid pressure on bond markets. July 2026 —
- July 2026 Market and Economic Update: Mixed Signals and Elevated Valuations July economic conditions combined modest manufacturing improvement with weakening leading indicators, rising consumer and commercial-property delinquencies, and softer employment data. Kaydan Wealth Management maintained a cautious outlook, citing persistent inflation, elevated equity valuations, market concentration and pressure on bonds while using money market holdings in certain IRA accounts. July 2026 —
2 letters so far. We collect each new one as Kaydan Wealth Management publishes it.