Letβs not forget the economy has been gaining momentum. We recently had the highest ISM services print since 2022.
Does Iran conflict stop this momentum?
Letβs not forget the economy has been gaining momentum. We recently had the highest ISM services print since 2022.
Does Iran conflict stop this momentum?
TRUMP: βI THINK THE IRAN WAR IS PRETTY MUCH COMPLETEβ
Private credit is a ticking time bomb.
It is quietly self-destructing while equities and public credit barely move.
βThis is the tightest range for this point of the year in the history of the S&P 500, and tighter than any Dow range going back to 1896.β
Fireworks are coming for the market.
Which way do we go?
From our latest weekly note: open.substack.com/pub/easymark...
βThis is the tightest range for this point of the year in the history of the S&P 500, and tighter than any Dow range going back to 1896.β
Fireworks are coming for the market.
Which way do we go?
Bold move, cotton!
Largest weekly change in oil prices EVER
Trading Alert π¨
Billionaire Peter Thiel will dump a whopping $280 million worth PLTR shares
We love copper, no need to make it complicated
Wow⦠Korea ETF volume!
We're seeing a sell stocks signal from the BofA bulls vs bears indicator
Software finished last week with its best day vs. Semiconductors since DeepSeek⦠is the SaaS-pocolypse finally over?
π¨ ALERT: Google searches for βcanβt sell houseβ have reached an all-time high
Reading more books is associated with a longer life.
Block, XYZ, surges over +20% after announcing plans to cut over 40% of their workforce!!!
Top 20 countries that increased and decreased emissions since 2015 (Reuters)
Hedge Funds now have the most exposure to Mag 7 stocks in history
Fund managers are really, really long equities + commodities.
From our weekend note:
open.substack.com/pub/easymark...
Retail traders have been buying at a record pace in 2026.
Meanwhile institutions are doing the exact opposite.
CIOs are telling CEO they need to slow Capex.
But do those CIOs realize the implications of a Capex slowdown?
Less Capex blows up the equity market!
You can also follow us on LinkedIn here
www.linkedin.com/company/easy...
More on this from our latest:
open.substack.com/pub/easymark...
CIOs are telling CEO they need to slow Capex.
But do those CIOs realize the implications of a Capex slowdown?
Less Capex blows up the equity market!
Capex surging across big-tech companiesβ¦
Apple: βNah, weβre good.β
Capex surging across big-tech companiesβ¦
Apple: βNah, weβre good.β