$SPX The S&P 500 hasn't had a negative-performing July since 2014.

In the last 5 years, only 26 stocks* became 10-baggers. *Traded in North America & Europe, with a market cap larger than $5 billion.

Job openings rose unexpectedly by 374k in May (vs. -95k est) to the most since November. Quits ticked up while hires and layoffs & discharges ticked down. via Koyfin

A new all-time high for the US M2 Money Supply.

In 2025, the S&P 500 is +6% while the US Dollar is down 10.9%.

$HOOD Robinhood is up almost 150% in 2025, and is a 10-bagger over the last 3 years.

In the last 3 years, only 21 stocks* became 10-baggers. This includes the likes of $HOOD Robinhood, $RR Rolls-Royce, $PLTR Palantir, and more. *Traded in North America & Europe, with a market cap larger than $1 billion.

Industrials $XLI are leading the way in 2025, followed closely by Communication Services. Consumer Discretionary and Healthcare are the only two sectors down YTD.

Top performers in the S&P 500 YTD

$NKE Shares of Nike have climbed 44% since their April 2025 low. The stock is still down 55% from its prior high.

$GRPN Groupon is one of the strongest performing US equities in 2025, up 188% as of last close.

$GPRO Remember GoPro? The digital camera company once had a market cap as high as $11.8 billion and now trades for less than $120 million.

$GRAB The free cash flow at Grab Holdings has turned a corner.

High-beta stocks (SPHB) are at all-time highs relative to their low-volatility counterparts (SPLV), indicating a “risk-on” environment. via Koyfin

$BRBY Shares in the struggling British luxury house, Burberry, are +100% in the last 3 months since they hit a low of £6.28 in April.

$META Remember when Meta Platforms traded at 12.3x forward earnings and 9.1x forward EV/EBIT?

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$HOOD Robinhood has returned +312% over the last 12 months. Here's how the multiples have expanded in tandem.

$GOOGL Alphabet's current P/E (19.5x) vs. the 10Y mean (23.7x).

If you had invested just $100 in Bitcoin 15 years ago and forgotten about it, that $100 would be worth a staggering $136,300 today. $100 ➝ $136,300 at a 157% CAGR.