Strongest Quarter for Earnings in 5 Years
Defense Contractors Backlog
Average Semi Stock -27% from Highs
Retail Stock Investors Sold $243m in Single Day
South Korea Stocks Semis/Memory and Leverage.... -40% from Highs ..Still Above 200day
2026 Stock ETF Flows Off the Charts
Updated Household Spending on AI
Matt Topley's Quarterly Letter
AI Sales Crosses Above Estimated Depreciation
Bonds are Safe? 20 Year Treasury ETF -43% Past 5 Years
