1. International Investors Will Stop Buying U.S. Treasuries—Not so much. Half the BRICS Members Didn’t Even Show Up for Recent Meeting.
Foreign capital flows. “Yesterday the US Treasury reported the largest inflow of foreign capital to that market (net purchases) since 2022, obliterating the narrative that foreign investors are fleeing Treasuries (or US equities) due to political risks.”
2. Hedge Funds and Institutional Investors Underweight Mega-Cap Tech on This Rally.
3. ”Down Round IPO” Means Public Market Price is Below Private Market Peak….They are the New Normal.
4. Equal Weight S&P Hits All-Time Highs…Non-Tech Sectors Joining.
5. Utility Index Hits New-Highs.
6. Vanguard Internation REIT Fund New Highs
7. A Blip Higher in Goods Inflation
8. Fed Has Been Committed to Controlling Inflation Since 1970s
9. ICE Arrests Per Day Increasing But Still Well Short of 2019 Levels.
https://www.linkedin.com/in/ericfinnigan1
10. Americans Believe They Will Be Rich-Prof G Blog.
