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🚨🚨 🔎 Here are 10 new precedents, all established with minimal GOP dissent, being set by President Trump + Congress + courts that Democrats one day could use, too… axios.com/2025/06/28/tru…

BREAKING: There have been 64 rate cuts globally year-to-date, the most since 2020. This puts 2025 on track for the highest number of reductions on record, Bank of America. The European Central Bank alone has lowered its rates 4 times so far this year. The Bank of Canada, the

I know they told you tariffs were going to crush profits. Turns out, we saw a big jump in positive guidance from S&P 500 companies. Whoops

For those keeping score at home, AAPL just closed at new 52-week lows relative to S&Ps.

Mid Year Update I came into the year negative which is why cash in money market funds that yielded over 4% was my lead Top 5 Pick. Poor Q4:2024 earnings results during which six of the seven Magnificent 7 had forward revenue forecasts go down and volatility caused by tariffs

BREAKING: Canada has rescinded its digital services tax to advance US trade talks, which have now resumed, per Bloomberg.

On April 8, the S&P 500 was down 15% in 2025, one of the worst starts to a year in history. After one of the greatest comebacks ever, it's now up 5.6% YTD, which is above the average year at this point in time. There is no impossible in markets. $SPX

Is Your Brain Aging Faster Than You? New Science Offers Clues Emerging research on lifestyle changes and the development of preventive approaches are revealing an opportunity to measure and boost cognitive health Alex Janin Dean Ornish, MD & Christin Glorioso, MD PhD🏳️‍🌈 wsj.com/health/wellnes…

The ratio of the equal-weighted S&P 500 to the cap-weighted S&P 500 just matched its July 2024 low

Karoline Leavitt says the U.S. currently has "historically low inflation." Nah.

The Bloomberg consensus had ADP payrolls at +98k in June ... the actual figure was -33k

Yesterday was the worst day for Momentum (-7%) since DeepSeek. 5 sigma move.

"the odds that we are, in fact, in a recession right at this very moment are over 90%."

I am glad this quiet part is being spoken. Let me speak other quiet parts aloud: -AI is disproportionately affecting jobs that had benefited from globalization. -Manufacturing jobs may be a hedge to loss of white collar jobs.

BREAKING: IT'S A BEAT 147K NEW JOBS. UNEMPLOYMENT RATE FALLS TO 4.1%. LAST MONTH REVISED HIGHER Analysts had expected 106K new jobs and a 4.3% unemployment rate. bloomberg.com/news/live-blog…

Manufacturing payrolls fell by 7k (again) in June

While the $SPX EPS estimate for CY25 has declined by 3.6% during the first half of 2025, the $SPX price increased by 5.5% during this same period. #earnings, #earningsinsight, bit.ly/3TjJPPj

The total US 🇺🇸 stock market cap has hit a record $63.8T, per Goldman Sachs. That’s double its size from 5 years ago and now larger than the combined markets of Europe, China, Japan, India, and Hong Kong.

On April 8, the S&P 500 was down 15% in 2025, the 4th worst start to a year in history. After one of the greatest comebacks ever, it's now up over 7% YTD and above the average year at this point in time. There is no impossible in markets. $SPX Video: youtube.com/watch?v=nsyz-d…

🇺🇸🇮🇱President Trump wants to reach an agreement with Israeli Prime Minister Benjamin Netanyahu in their meeting on Monday on terms for ending the war in Gaza. My story on Axios axios.com/2025/07/06/tru…