Just returned from a fantastic Future Proof conference, made all the more memorable as I powered through it while nursing an unexpected injury. What an experience! It was incredible to meet and hear from legends like Dan Ives Dan Ives , Thomas (Tom) Lee (not drummer) FSInsight.com Tom Lee, Rick Rieder,

Praying 🙏 🙏 🙏

Despite the similar SPX gain (and RUT loss) as Tuesday, sector breadth from CME Cash Indices fell back to 5 of 11 green sectors (from 8 Tues but the same as Mon and Fri), but three up 1% or more (vs one Tues, none Mon, one Fri). Two sectors down that much (-1% or more) (vs one

SPX stock-by-stock flag from Finviz Friday remained very mixed. Broad weakness in most consumer stocks, medical devices and application software and tech services. Strength in Energy, semiconductors, infrastructure software (ORCL +36%, best day since 1992) and most

We don’t have to think alike to be kind to one another and tolerant of opposing views. Our humanity matters more than our beliefs. “In the practice of tolerance, one’s enemy is the best teacher.” – Dalai Lama

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Lots of disbelief that markets keep rising w/ fiscal & monetary noise. Zoom out: $KRX monthly looks more bullish than bearish. Takeaway → Investors: filter headlines & stick to evidence. Advisors: our edge is helping clients zoom out & allocate w/ discipline. #Markets

Uncertainty is everywhere: recession or soft patch? Market top or new leg higher? Valuations stretched or AI transformative? Truth is, nobody knows. But intelligent diversification + strategic tax planning = peace of mind & long-term results. 👉 info.compoundplanning.com/investment-res…

$TLT Following last week’s post on $TLT, where we highlighted the bullish engulfing candle pressing into the resistance line of its descending triangle, price has now delivered the breakout. Last week’s engulfing candle showed buyers stepping in with conviction which held

SPX stock-by-stock flag from Finviz very green with just some pockets of red. In particular some recent winners saw some of the biggest selling (ORCL -6.2%, AVGO -2.7%). Energy also mixed but otherwise, lots of green. 62 SPX components were up 3% or more (up from 22 Wed, 11

As chip stocks go, so goes the market.

If the economy were truly weakening, high-yield bonds wouldn’t be breaking out to new highs. Credit spreads are tight. Risk-taking is alive. Markets often tell a different story than the headlines; those live in the past or try to predict an unknowable future. #Markets #Bonds

After the best performance in over a week Thurs at 10 of 11 green sectors, sector breadth from CME Cash Indices fell back to a mediocre 4, the least of the week, with none up more than +0.6% (vs five up 1% or more Thurs, three Wed), but three down more than that led by Health

SPX stock-by-stock flag from Finviz a lot more red than green with the SPX (which finished flat) being held up by the big stocks today in particular a +7.4% move in TSLA, +1.8% moves in MSFT & AAPL, and over +4% gains for PLTR & MU. Otherwise though quite a bit of red

This is not a bubble!

The CNN Fear & Greed Index is another sentiment measure not matching the record highs remaining in “Neutral” at 54.2 up marginally from 53.1 but only after hitting 49.9 on Wednesday, the joint least since May, remaining well off the 78.5 in July (the highs of the year). And for

Stock-by-stock chart from Finviz for last week consistent showing that large cap strength. Of the top 10 stocks just AAPL & AMZN were lower (by around -2%). In contrast NVDA was +6.5%, MSFT +3%, GOOG +2.5%, AVGO +7.5%, TSLA +12.9%, and ORCL +25.5%. On the down side consumer

Now juxtapose these rates to housing prices.

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Scarcity says: never enough. Abundance says: what’s possible? When clients shift their money mindset from scarcity to abundance, everything changes: decisions, clarity, happiness. Wealth isn’t just about accumulation. It’s about freedom, purpose, and living aligned. #Mindset