Another Huge Week Huge week for the major averages, soft data remains weak. While the hard data including earnings has another huge week. Since Monday the S&P 500 gained 162 points, the NASDAQ is up 595 points while the DOW jumped 1,204 points. clinvestments.com/another-huge-w…

A Positive Return The major averages finished the week down slightly. The major averages remain in the red YTD. They have recovered all of their post Liberation Day losses. Can the markets recover their YTD losses & generate a positive return? clinvestments.com/a-positive-ret…

Despite the MSM exclaiming that the sky was going to fall. It proved to be just more misinformation. The major averages completed another solid week. The S&P 500 advanced 5.27%, the NASDAQ jumped 7.15% while the DOW gained 3.41%. clinvestments.com/the-sky-didnt-…

MSM Doom and Gloom Doom and gloom fails to materialize once again after the facts overwhelm the narrative popularized by the MSM. Earnings didn’t go bust, foreign investment remains robust, hard factual economic data continues to perform reasonably well. clinvestments.com/msm-doom-and-g…

Driving Uncertainty With lawfare driving tariff uncertainty and most everything else Trump related. It’s difficult to get a fix on almost anything. As analysts, investors both foreign and domestic and business owners try to make sense of it all. clinvestments.com/driving-uncert…

Is the Bromance Over? Another good week for the major averages on positive data. While the bromance between Musk and Trump seemed to hit the skids this week. I had to wonder. Was this another of President Trumps infamous trolls of the lamestream media? clinvestments.com/is-the-bromanc…

Predictions to the Contrary Despite numerous predictions to the contrary. Inflation continues to slip with the CPI or Consumer Price Index coming in below expectations for May at +.1% and just 2.4% from a year ago. clinvestments.com/predictions-to…

Tariffs and Foreign Demand It remains to be seen what the ultimate effect on the markets will be. Some of the tariff numbers between China and the US were downright scary from an economic, foreign demand and investment perspective. clinvestments.com/tariffs-and-fo…

Doom and Gloom The Iran-Israel war and expected oil price shock was over, before it really started. Sending the doom and gloom crowd scurrying for the exits after oil failed to double. The straight of Hormuz remained open, and the world didn’t end. clinvestments.com/doom-and-gloom/

Wrong Again The parade of wrong again narratives from the mainstream media is becoming almost farcical. Solid economic data this week was capped by the June employment report. clinvestments.com/wrong-again/

Markets Down, Tariffs Bad? A steady parade of anything Trump related, tariffs bad etc., has got to be terrible by the lamestream media. Took another hit this week. When preliminary Q2 GDP came in at 3% beating estimates. Chart, compliments of WolfStreet. clinvestments.com/markets-down-t…

What, Me Worry? Despite a notable call this week by Bloomberg. That a recession was imminent in the US. The economic data provides little, to cause me worry. 2nd quarter earnings are coming in better than expected again. clinvestments.com/what-me-worry/

Tariff Induced Inflation The mainstream media has been pounding the table on this one for a while. It would seem that tariff induced inflation might be starting to show up in the data. clinvestments.com/tariff-induced…

High Interest Rates Housing continues to struggle under the burden of high interest rates as they remain stuck in the 6.5 to 7% range for the better part of a year now. clinvestments.com/high-interest-…

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Double Digit Earnings The major averages closed with modest losses for the week. Despite decent data both economically and also with the 2nd quarter earnings season following a 3rd straight quarter of double digit earnings growth. clinvestments.com/double-digit-e…

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Who’s On First Who’s on first would seem to be tariffs as they get challenged in the courts again. As businesses don’t like uncertainty. Volatility continues to dog the markets as they finished the week mixed. clinvestments.com/whos-on-first/

I wonder how this could have happened?🤔 Trust in US media at historic low – Gallup — RT World News rt.com/news/625878-am…

In case you were wondering what happened to this guy who was working illegally in Iowa and illegally registered to vote in Maryland.🤔 ICE arrest reveals alarming past of Iowa school leader involving drugs and guns foxreno.com/news/nation-wo…