TOPLEY’S TOP 10 June 18, 2026

1. Follow Up to Yesterday’s Sentiment Slides….Americans Flush with Cash

Mike Zaccardi

2. Gas Prices Breaking Below $4 a Gallon Before July 4^th Week-Bespoke

3. The Europeans are Better Off Myth

Michael A. Arouet

4. Taiwan and Korea Pass China in Emerging Markets Indexes-Irrelevant Investor

The Irrelevant Investor

5. 5-Year Chart-S&P +88% vs. FXI (China Large Cap) -16%

Ycharts

6. Tech Sector Weighting Passes 1999-2000

@Charlie Bilello

7. Tech Today vs. 1999

by Riverfront Investment Group

Advisor Perspectives

8. Semiconductor Index Nine 5% Moves in 2026 First Half

Nasdaq Dorsey Wright

9. Lennar Builders Average Home Price Deduction

Wolf Street The average price per home delivered in Q2 fell by 4.6% year-over-year to $371,000, “primarily due to continued weakness in the market” and “reflecting approximately 12.9% in incentives, along with base price adjustments necessary to sustain volume in a market where affordability remains the defining constant,” the company said. That price is back where it had first been in 2017 and is down by 24.4% from Q3 2022.