BREAKING: Procure Space, $UFO led the ETF industry in percentage growth last week.
Its weekly net inflows amounted to 18% of AUM, or $40.9 million. Space surged +7.9% higher week-over-week and is now up +22.5% YTD in 2026. Source: Hedgeye on X
Here are the largest economies around the world over the last couple of decades
Source: Evan, Visual Capitalist
Enterprise AI adoption is booming!
In '25, 76% of AI use cases were purchased by enterprises, rather than built internally (vs. 53% in '24). Enterprise AI software refers to artificial intelligence applications specifically designed for large-scale organizations to automate complex business processes, improve decision-making, and enhance productivity across departments like HR, finance, and supply chain. Unlike consumer AI (like a personal chatbot), enterprise AI is built with a focus on security, scalability, and integration with existing corporate systems like ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) Source: Puru Saxena @saxena_puru
Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey.
Source: Holger Zschaepitz @Schuldensuehner BofA
Watch Uranium
Almost 30% of Uranium is uncontracted, resulting in poor spot price performance. Utilities keep waiting for cheaper pounds that aren't coming. And every month they wait, the deficit grows. When they finally buy, spot won't walk higher. It'll gap. Source: Kasuha Research on X
Silver is actually cheap relative to the global currency fiat money supply.
At $90, everyone knows that silver is at nominal all-time highs. But relative to M2, it’s well below a historical peak. This suggests significant upside potential if the market catches up to full monetary expansion. ▪️ If silver matches its 2011 money-supply ratio, you’re looking at about $97 per oz. (we're almost here) ▪️ If silver matches the 1980s ratio, it’s about $531 per ounce. Source: Kasuha Research on X
Already 25 data center cancellations and postponements this month, expecting to see a 100+ month towards midterms (excludes local/county moratoriums)
Source: Don Johnson @DonMiami3 on X
Emerging Market Stocks have formed a Potential Inverse Head & Shoulders Pattern against the S&P 500
Source: Barchart
