Consumer buying conditions for vehicles (blue), homes (orange), and large household goods (white) have rebounded but are still weak relative to history per ⁦University of Michigan⁩

The average US family health insurance premium has increased from $6,000 in 2000 to over $25,000 in 2024. That’s a 297% increase, more than triple overall inflation. The biggest beneficiaries of this massive increase in costs: health insurance companies.

ALERT: Housing defaults have just hit the highest levels since 2011

LinkedIn is now processing 11,000 job application submissions per minute—a 45% surge from last year, per NYT

Current situation: 1. Bitcoin is trading above $120,000 for the first time in history 2. Gold prices are surging above $3,400/oz and 3% away from a record high 3. Ethereum is set to cross above $4,000 for the first time since December 2024 4. Ripple is trading above $3.50 for

Larry McMillan Market Update - Thank you Lawrence G. McMillan ! youtu.be/kUte-mPnFC4?si…

And the day is young 😎

Looks like the biggest gamma squeeze in history

🇺🇸

The ⁦The Conference Board⁩ leading economic index (LEI) made a new cycle low in June … max drawdown extended to -17.8%

So far in 2025, buyers from China were largest group of foreign purchasers of U.S. homes (at 15%) ... Canada followed at 14% and then Mexico at 8% per ⁦National Association of REALTORS®⁩ ⁦Arbor Data Science⁩

Banks Didn’t Need No Stinkin’ $753 Billion From The Fed In the annals of Washington stupidity it is difficult to find anything that tops the table below. To wit, during 2024 the Fed was still paying $1.13 billion of interest per day to member banks and money market funds using

$HOOD just triggered a daily MVB Sell signal - its first since the successful signal in Feb '25. Past signals have been mixed, but after the sharp rally off April lows, it may be time to hedge.

Weekly M2 data not only show a return to the record high but a fairly steady upward trend since the Fall of '23 that is set to continue unabated; the last week of Jun was 43.7% above pre-pandemic levels:

Today! 😎