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1. History of 4 Year Presidential Cycle

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2. Equal Weight S&P 7th Straight Week Down

RSP streak. The equal-weight S&P 500 is on track for its 7th consecutive weekly decline. The only other time that's happened was in the middle of the 2022 bear market.

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3. Forward Returns S&P Better After New Highs

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4. 10 Drivers of Higher Interest Rates-Barry Ritholtz

10 Drivers of Higher Interest Rates

1. Covid Fiscal Stimulus

2. AI-Accelerated GDP Growth

3. Inflation: Oil and the Iran war premium

4. Inflation: Tariff Trade policy

5. Rest of the world sours on US Treasuries

6. Duration: Weak Demand for long-dated paper

7. Deficits

8. Corporate Supply (competing with Treasury)

9. Japan leads Global rise in yield

10. Rate Normalization, Post QE/ZIRP

https://ritholtz.com/2026/09/the-aberrational-century/

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5. Bond Bear-Muni Bonds Largest Decline Since 1987

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6. Inflation-Manufacturing Still Expanding

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7. Inflation-No Slowdown in Consumer Spending

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8. Comcast Stock -60% in 5 Years

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9. Asian Countries Youth Unemployment Crisis

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10. 20 Best Small Cities in America-Wallethub

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