History of Mid-Term Election Years
Small Cap Underperformed Large Cap 4 Years in a Row Prior to 2026
July Returns...Semiconductors and DRAM Stocks Correction
S&P Premium to International Equities at 6-Year Low
Strongest Quarter for Earnings in 5 Years
Defense Contractors Backlog
Retail Stock Investors Sold $243m in Single Day
Average Semi Stock -27% from Highs
South Korea Stocks Semis/Memory and Leverage.... -40% from Highs ..Still Above 200day
2026 Stock ETF Flows Off the Charts
Matt Topley's Quarterly Letter
