Strategic Investment Conclusions

Published on June 23, 2025

This week the news is about the Israel-Iran conflict. It’s terrifyingly real for those in the crossfire, while we who are safe naturally wonder what it means for us. As investors, we think about the economic and market effects. But are we seeing signal or noise?

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No, but like Mount Everest, it’s not easy to summit.

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Existing home sales unexpectedly inched up in May. According to the National Association of Realtors (NAR), existing home sales rose 0.8% from April to a seasonally adjusted annual rate of 4.03 million units.