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1. Mag 7 -15% from Highs…Next Watch for 50day thru 200day to Downside

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2. Tech Stock Premium Over S&P Has Vanished

Tech vs. SPX. Tech's premium over the S&P 500 has all but vanished: now at the lowest since early 2019.

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3. MSFT Drawdown Worse than Liberation Day and Covid

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4. Vanguard Growth VUG vs. Vanguard Value VTV 2026….VTV +3.5% vs. VUG -9%

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5. S&P on Track for 5th Straight Down Week

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6. Private Credit Playing Out …Will Private Equity Underlying Holdings Get Marked Down?

Dave Lutz Jones Trading--The accumulation of unsold private assets on investors’ balance sheets is a warning that some may be overvalued — and a spark could trigger a widespread markdown, according to Lloyd Blankfein, former chief executive officer of Goldman Sachs.  “At some point there needs to be a forcing function or a reckoning that causes you to come to grips with what your balance sheet really is worth,” Blankfein said. “The analogy I like to give is you accumulate tinder on the floor of the forest and eventually a spark will come,” Blankfein said. “But the longer between intervals where there’s a spark that sets it on fire, the more that accumulates”

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7. Private Equity Funds Raised the Most Money in 2025

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8. 30 Year Fixed Mortgage Post War

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9. $417B Sports Industry

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10. Ego Self vs. Best Self

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