1. Record Profit Margins S&P
Kantro
2. Tech Sector Even Bigger Record Profit Margins
The Kobeissi Letter
3. Big Tech Moves from Asset Lite to Asset Heavy-Prof G
Today, Meta, Microsoft, and Alphabet each invest a larger share of revenue in capex than the average global utility.
Prof G Market
4. 2x Microstrategy ETF MSTU $31 highs to $3…Down -65% Year to Date
StockCharts
5. YouTube vs. Netflix Share of Streaming
Howie Town
6. Restaurant Stocks Back to Liberation Day Lows—EATZ ETF
StockCharts
7. Rate Cut Odds
ZeroHedge
8. Homebuilders ETF XHB Never Made New Highs
StockCharts
9. Undersupply of Housing vs. 1960
Samuel Harnisch
10. 20 Subtle Signs That You’re Stressed Out
Signs of Stress- Alice Boyes Ph.D.
Expect you’ll relate to some of these and not at all relate to others. As you read, consider grabbing a piece of paper and jotting down the numbers beside any that ring true for you.
- You’re forgetful—perhaps you don’t make your list when you go shopping, or you leave your keys in your door after unlocking it.
- A noise you could usually tune out bothers you and makes it hard to concentrate.
- You don’t take your daily medications or vitamins.
- You choose to eat food that’s very easy to consume, like potato chips, rather than food that requires cutting and chewing.
- You put off tasks that would take under five minutes.
- You double-handle things—for example, you read an email that only needs a two-sentence reply, but you decide you’ll reply later, or you open a check but put it in a pile to deal with later rather than e-depositing it straight away.
- You endure physical discomfort unnecessarily, such as your heels being cracked, but instead of putting lotion on them, you put up with them hurting.
- You avoid accessing customer service, such as, you would like to call to ask for your internet bill to be lowered, but making the call feels like too much. Or, you don’t return an item that’s the wrong fit and keep it regardless.
- Fun does not seem fun; playing a game with your child, for instance, feels like a hassle.
- Your refrigerator ends up full of expired items or fruits and vegetables that have gone bad because you didn’t get around to eating them.
- You feel jumpy—perhaps when driving, cars changing lanes around you feel anxiety-provoking.
- Cognitive tasks, like judging distance when crossing the road, seem to take more energy than usual.
- You’re disorganized—for instance, you almost run out of gas, or you’re inefficient in the ways you run errands.
- You buy food that’s easy to consume (e.g., ice cream) and plan to consume a regular portion, but eat more than you planned.
- You put off committing to plans for no good reason.
- You feel slighted or misunderstood much more easily than usual. You personalize events and interactions more.
- You act against your values—e.g., throwing a recyclable container in the garbage because you can’t be bothered washing it out.
- You use self-criticism to try to motivate yourself to do better.
- You have a strong urge to reduce overstimulation; perhaps you dream of spending a day in bed watching TV with the curtains closed.
- Even when other people try to support you, it feels like they never get it right enough. You still feel slightly irritated, even when people’s intentions are good.
https://www.psychologytoday.com/us/blog/in-practice/202108/20-subtle-signs-that-youre-stressed-out