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Commercial
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Animal Spirits:
On at this time’s present, we focus on:
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That point individuals freaked out concerning the CAPE ratio 10 years in the past
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The Commerce Conflict Is Over. Thank You For Your Consideration to This Matter.
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The Hottest Enterprise Technique This Summer season Is Shopping for Crypto
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With Particular person Dwelling Patrons on the Sidelines, Traders Swoop Into the Market
Charts:














Tweets:
If @WSJ reporters truly coated the markets, they’d know why they’re up.
President Trump’s One Massive Lovely Invoice prevented the biggest tax hike in historical past and launched financial drivers like full expensing, no tax on suggestions/extra time, and tax cuts for seniors.
Pair that with
— Treasury Secretary Scott Bessent (@SecScottBessent)
8:30 PM • Jul 22, 2025
There’s a little bit of mythologizing about how we compelled all younger individuals to go to school and now they’re economically ruined.
Round 60% of individuals of their 30s wouldn’t have a university diploma.
And the faculty wage premium stays close to a historic excessive.
— Adam Ozimek (@ModeledBehavior)
7:41 PM • Jul 18, 2025
Bitcoin is superb, but it surely’s clearly been co-opted to some extent by the very those who it was created as a hedge in opposition to.
Most of the most ardent early whales have seen their religion shaken and have been promoting at these costs.
— The Wolf Of All Streets (@scottmelker)
1:03 PM • Jul 26, 2025
New report excessive for present single-family residence costs in June
— Kevin Gordon (@KevRGordon)
2:26 PM • Jul 23, 2025
We’re about to hit 3 years of 6.5% <—> 7.5% mortgage price purgatory
Certain, the common 30-year mounted has had a few temporary breaks from it, however we maintain getting sucked again in
— Lance Lambert (@NewsLambert)
10:35 PM • Jul 17, 2025
BOX OFFICE: #FantasticFour opens to $118M, domestically. That’s..
– On par w/ Guardians Vol. 3 (additionally $118M)
– Greatest opening ever for a FF movie
– The largest opening ever for all 4 FF stars
– The 4th 2025 movie to open over $100M
– The uncommon occasion the place two July films opened— Erik Davis (@ErikDavis)
3:48 PM • Jul 27, 2025
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