TOPLEY’S TOP 10 June 29, 2026

Author

Matt Topley
June 29, 2026

1. Goldman Earnings Growth 2026—43% QQQ and 41% Small Cap

2. The Bond Bear Market-2010’s 3.2% Return…2020’s 0.6% Return

The bond bear market. The 2020s (so far) are the worst decade ever for bond investors:

 A Wealth of Common Sense

3. The Russell 1000 Growth and Russell 1000 Value Share 246 Names

Savvy Investor

4. Healthcare Services ETF XHS-Breaks Higher After Going Sideways for 3 Years

StockCharts

5. Leveraged Bull and Leveraged Bear Gold Miners Wiped Out—Leveraged ETFs Not Buy and Hold

Morningstar

6. Hormuz Traffic Increasing but Well Below Pre-Collapse Levels

Hormuz traffic. “Tanker traffic through Hormuz is recovering, but remains well below pre-collapse levels … Activity has clearly moved off the lows seen from late-February through early June, but the rebound is still modest versus the 50-80 tanker-crossing range seen earlier in the year.”

7. Record $17 Billion Estimated Stolen in Crypto Scams and Fraud in 2025 as Impersonation Tactics and AI Enablement Surge

January 13, 2026 | Chainalysis Team TL;DR

  • We estimate $17 billion was stolen in crypto scams and fraud in 2025 — as impersonation scams show massive 1400% year-over-year (YoY) growth. AI-enabled scams were 4.5 times more profitable than traditional scams.

  • Major scam operations became increasingly industrialized, with sophisticated infrastructure, including phishing-as-a-service tools, AI-generated deepfakes, and professional money laundering networks.

  • Strong connections to East and Southeast Asian crime networks were identified, particularly through forced labor compounds in Cambodia, Myanmar, and other regions, where trafficking victims are forced to operate scams.

  • Law enforcement made record-breaking seizures, including a 61,000 bitcoin recovery in the UK and a $15 billion seizure linked to the Prince Group criminal organization, showing improved capability to combat crypto fraud.

8. America-Only the South is Growing Under 18-Year Old Population

Axios 

9. Where Do Americans Gifts Go? Barrons

Barron’s

10. VO2 Max-Doctor Hyman

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