Topley's Top 10

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1. Follow Up to Yesterday’s Sentiment Slides….Americans Flush with Cash

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2. Gas Prices Breaking Below $4 a Gallon Before July 4th Week-Bespoke

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3. The Europeans are Better Off Myth

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4. Taiwan and Korea Pass China in Emerging Markets Indexes-Irrelevant Investor

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5. 5-Year Chart-S&P +88% vs. FXI (China Large Cap) -16%

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6. Tech Sector Weighting Passes 1999-2000

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7. Tech Today vs. 1999

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8. Semiconductor Index Nine 5% Moves in 2026 First Half.

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9. Lennar Builders Average Home Price Deduction.

Wolf Street The average price per home delivered in Q2 fell by 4.6% year-over-year to $371,000, “primarily due to continued weakness in the market” and “reflecting approximately 12.9% in incentives, along with base price adjustments necessary to sustain volume in a market where affordability remains the defining constant,” the company said. That price is back where it had first been in 2017 and is down by 24.4% from Q3 2022.

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10. Harvard 85-Year Study on Happiness

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