Q2 was a strong quarter for markets — one of the best in years. But Q2 was also recovery from a difficult Q1, and the full picture is more nuanced than the headline numbers suggest.

Matt and Garrett do their quarterly deep dive: why oil falling was the story that drove everything else, why gold declining during an inflation spike is actually a meaningful signal, what's behind the historic semiconductor rally and what history says about moves like this one, and what the three things to watch are heading into Q3.

Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

The Strait of Hormuz is reopening. Oil is back to $70 — erasing the entire war premium. May's inflation print came in hot, but bond investors already looked through it as yields fell. The thesis Matt has been holding since late February is essentially complete.

Matt and Garrett close that chapter this week — clearly, honestly, and with the context that the timeline was messier than expected but the destination was always right. They also break down semiconductor volatility and what it tells you about concentrated trades, and why the diversified investor's week looked nothing like the S&P 500 headline.

Remote episode — tighter than usual, but the content earned its own episode.

Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.

Oil fell 13% on a ceasefire framework announcement. Kevin Warsh held his first Fed press conference and signaled the end of the dot plot era. SpaceX completed the largest IPO in recorded history. And this morning, the ceasefire framework was paused as Israel continued bombing Lebanon and Iran disputed the terms.

Matt and Garrett recorded this episode in real time — covering the week honestly, including the complication that arrived before the mics went on. The Fed conversation is the centerpiece: what just changed, why the bond market's signal matters more than the hawkish headline, and why Matt's Greenspan comparison from months ago just got confirmed.

In the Planning Room: how to think about IPOs — and the dollar cost averaging approach Matt and Garrett actually use with clients who want exposure to newly public companies.

Good Returns is for educational purposes only and is not individual financial, tax, or legal advice. Momentum Wealth is a registered investment advisor.