TOPLEY'S TOP 10

)..

1. Mag 7 Projected to Grow Earnings 31%

According to FactSet estimates, the S&P 493 is expected to grow earnings at 22.8% compared to a year ago. That in itself would mark the strongest rate since the end of 2021, but even that won’t be enough to keep up with the household mega-cap technology names.

..

2. But Off Balance Sheet AI Debt Hits $1.65 Trillion

High Beta Mo. Goldman's High Beta Momentum basket is on track for its worth monthly performance in ~17 years.

..

3. Updated Household Spending on AI

Household AI spending. "Both the share of households paying for AI, and their average monthly spend, continue to climb-monthly spend has increased even more steeply, rising ~25% since the beginning of the year."

..

4. China’s Government Buying Semi ETF

..

5. Korea Memory Exports

.

6. Netflix History of Large Drawdowns

.

7. Crude Oil Inventories Hit 45 Year Lows

.

8. Russians Increasing Cash Usage that Drains Tax Money Going to War.

..

9. 40% of Russian Trade Now with China

..

10. This Is How To Live A Good Life: 5 Secrets From Ancient Wisdom

Here’s how to live a good life...

You Are What You Repeatedly Do: Character is a practice, not a personality trait. Every action is a rep.

If You're Still Fighting Temptation, You Haven't Arrived: You can’t build a good life out of stop signs. Instead of resisting temptation, learn to love better things.

Happiness Is an Activity, Not a Mood: Ask, “Am I making proper use of myself?”

Study Manipulation Even If You Hate Manipulators: Nobody thinks oncologists are evil because they study cancer. And they wouldn’t be able to fight cancer if they didn’t understand it.

Humans Cannot Flourish Alone: Modern culture asks, “What can this relationship do for me?” An Aristotelian asks, “What kind of person does this relationship help me become?”

Bakadesuyo.com

..

Did someone forward this email to you? Get your own:

Disclosure

Indices that may be included herein are unmanaged indices and one cannot directly invest in an index. Index returns do not reflect the impact of any management fees, transaction costs or expenses. The index information included herein is for illustrative purposes only.

Material for market review represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.
Material compiled by Lansing Street Advisors is based on publicly available data at the time of compilation. Lansing Street Advisors makes no warranties or representation of any kind relating to the accuracy, completeness or timeliness of the data and shall not have liability for any damages of any kind relating to the use such data.

To the extent that content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security as information is provided for educational purposes only. Articles should not be considered investment advice and the information contain within should not be relied upon in assessing whether or not to invest in any securities or asset classes mentioned. Articles have been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Securities discussed may not be suitable for all investors. Please keep in mind that a company’s past financial performance, including the performance of its share price, does not guarantee future results.

Lansing Street Advisors is a registered investment adviser with the State of Pennsylvania.