My wife is asking questions now...

What I read each week

"Life moves pretty fast"

Carry on my wayward son (there'll be peace when you are done)

Bears take out 4300 on the S&P 500, plus China, bull steepeners, and a visit with Charles Payne

Recession odds fall below 50%, plus Growth/Value ratio, mortgage rates hit 8%, bond returns vs interest rates, and the U.S. saving rate

Major breadth thrust signal, plus central bank policy, bank losses, last week's rally, and crypto inflows

Historical context of current market cycle, plus corporate tax rates, housing affordability, and the bond slump

What it's like to prepare for a tv hit

Are the arguments against breadth misplaced? 📈, plus record air travel ✈️ and housing supply shortage 🏠

The hard part is over (Goldman outlook), plus bankruptcies, MBS/TSY disconnect, and Bitcoin HODLers

NVDA 2nd-most valuable company, plus home payments, strong Presidential summer, patience, economic indicators, and Cyclicals vs. Defensives