The average tech stock is implying an earnings-day move of just 4.7%, the lowest in two decades!

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor

Wealth effects have become a powerful driver of consumption trends, with the top 20% becoming a much larger part of the economic picture and the middle class less engaged in the overall economy

A very important point. Seasonality is not nearly as strong here. Be mindful of that with swing trades and how risk is managed from here through October