10 Jul 2026
To put things into perspective: The Nasdaq 100 is currently trading at ~23x NTM P/E
which is broadly inline with its 10y average multiple and towards the lower end of its 3-4y range, Goldman says, Source: HolgerZ, Bloomberg
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
