Full Strawberry Moon

If you happened to catch the Strawberry Moon this week, it wasn’t just a stunning sight but the symbolic midpoint of the year. And fittingly, it lines up with peak strawberry season here in Connecticut, a sweet reminder that summer’s on the way. 

For stargazers, jammers and investors alike, the view invites perspective. The moon—like the markets, is ever-changing and that’s what makes it so interesting. And yet, 2025 has felt like a song on loop: inflation is cooling, but still sticky (~2.3% year-over-year). Tariffs toggled on and off like motion sensors. Investor sentiment is up and down, swinging from hopeful to hesitant, depending on the headline of the week day.

Yet in the background, there is a courageous resilience that persists. Whether it’s consumers, who day after day juggle the higher costs of living, investors navigating persistent uncertainty and sour sentiment toward the US market, one thing is clear: demand has held up. Corporate earnings, especially in sectors like industrials and tech, have quietly outperformed expectations. And valuations, especially in the small-cap space remain attractive for long-term positioning.

This midyear pause is an invitation to reset. Just as strawberry plants need early pruning to yield a fruitful harvest, portfolios benefit from thoughtful trimming to focus on what will thrive next season. For investors, it may be less about chasing momentum, and more about planting smart, strategic positions ahead of the next macro shift.

For CEOs, it’s time to survey the soil: clear the weeds, remove the rocks, and reconsider the cold frame. It’s more than just updating the pitch deck. It’s time to strengthen the foundation of belief. Because today, the most valuable currency isn’t necessarily EBITDA, but conviction.

Building belief in their company’s reality is the CEOs #1 job. Belief is what bridges the gap between volatility and valuation. Build it wisely, and others will follow. And don’t forget to enjoy a few strawberries while you’re at it. Timing, after all, is everything.