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10 Jul 2026

Buffett never caught a 100x.

His whole 60 year record averages 19.9% a year. The most boring number on this chart built on of the richest investors alive. Source: Rand Group

10 Jul 2026

Of the 20 top performing stocks in the first half (nearly all tech), only two are up so far in Q3, and the average QTD decline is 17%.

Source: Bespoke @bespokeinvest

10 Jul 2026

Someone just filed for a Nasdaq 100 and S&P 500 that owns everyone EXCEPT Elon Musk owned companies.

Source: Evan on X

9 Jul 2026

U.S. Strategic Petroleum Reserve (SPR) stocks fall to 43-year low

Source: Hedgeye

9 Jul 2026

"A generational transfer in free cash flow is taking place"

- BofA Source: zerohedge

9 Jul 2026

As somewhat of a rarity this decade, small caps (Russell 2000) are outperforming large caps (S&P 500) so far in 2026.

If sustained to the end of the year, it would end 5-years of consecutive annual outperformance by large caps. Source: Koyfin

9 Jul 2026

What a legend

Source: Nancy Pelosi Stock Tracker ♟ @pelositracker

9 Jul 2026

In case you missed it... China's factory inflation hits a near 4-year high.

China's Producer Price Index (PPI) rose 4.1% YoY in June, the highest reading since July 2022 and the 4th consecutive monthly increase. Consumer inflation slowed to 1.0% from 1.2% in May, highlighting weak domestic demand even as manufacturers face rising input costs. Higher energy prices during the Iran conflict were the main reason producer prices increased. Source: Bull Theory, FT

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