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Market Conditions

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

The fund’s Q2 investor letter flags takeover signs at Kelly, a stalled sale at LKQ, and TrueBlue’s pickup in staffing tied to data‑center work.

Medtronic Posts Strong Q4 Driven by Cardiac Ablation but Flags Near‑Term Margin Pressures