1. Retail Investors Single Stock Buying is Falling Sharply
Retail activity. “Retail’s single-stock net buying has fallen to the lowest (on a 3-day rolling basis) since COVID”.
Kevin Gordon
2. Retail Investors are Not Bulled Up….Fear & Greed Index Showing Fear
CNN
3. US Companies Record Buybacks
4. Tech + Tech Related = 60% of Stock Market
Barchart
5. Semiconductor Sector Outperformance Hits Internet Bubble Levels
Here are the only times in history where the Semiconductor Index gained more than 230% in a 14-month span:
-December 1998 – February 2000
-April 2025 – Today
That’s the entire list.
@Charlie Bilello
6. China GIG Economy Trending to 320m People…..44% of Workforce is “Flexible Employment”
China’s gig economy nears half the workforce but worker protections lag behind
Over 44% of China’s workforce is now engaged in flexible employment. While closing the white-collar income gap, this massive shift exposes major gaps in workers’ rights and social security stability. Lianhe Zaobao correspondent Li Kang analyses the data.
ThinkChina
7. The U.S. Had 20 Years of Flat Energy Demand Before AI Spike
The New York Times
8. Housing Starts Dropping
Bloomberg
9. U.S. Homes See Lowest Turnover Rate in 30 Years
REDFIN
10. Robot Boat That Saved U.S. Helicopter Pilots
