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1. Consumer Sentiment? Lower than 2008??

2. Negative Sentiment Showing Up in ETF Flows…..September Flows $3B Per Day vs. $7B Earlier this Summer

Equity ETF flows. "For the month of September, equity ETFs are averaging about $3bn per day. That is meaningfully down from the over $7bn that we saw earlier in the summer"

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3. 10 Year Bond Yield 7 Straight Months of Increases-Longest Since 1969

The 10-year US Treasury yield will finish September with its seventh straight monthly increase. That ties for the longest streak of monthly increases since 1969. During those years, the only two streaks to last as long ended in March 2011 and June 1978. Going all the way back to 1962, this current streak is just the eighth time that the 10-year yield has increased for at least six straight months.

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4. Cayman Island Hedge Funds Buying U.S. Treasury Bills at Record Pace

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5. Seasonal Low for Midterm Election Years

According to Citadel's Rubner today is the seasonal low of the year for midterm years.

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6. Ethereum Had -50% Correction…Rally 50day thru 200day to Upside

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7. Silver SLV Hit $110 Early 2026…Rates Higher Rolling Back Over to Previous Lows $50

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8. Rare Earth Production by Country-Jack Ablin Cresset Capital

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9. Historic Spread in Rent vs. Buy

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10. Mass Market vs. Special - Seth’s Blog

The opposite of mass

The mass market is seductive. It’s ‘everyone’. The mass market is powerful, but it’s only slightly interested.

The opposite of mass is special.

People who have chosen not to be in the mass market. People who want something else. Perhaps something better, certainly something interesting.

You can seek to serve the masses.

Or you can make something special. For people seeking special.

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