1. S&P Stocks Trading Over 40x Forward P/E at Covid Lows-Chart Kid Matt
Chart Kid Matt
2. MSCI All World Index Getting Cheaper�Not Just S&P Forward P/E
The MSCI All Country World ex-US index trades at a 13.1x forward P/E, below the 19.8x for the US MSCI. Both those figures have declined sharply since January, as data from Yardeni Research shows.
Phil Rosen
3. AI Buildout is Accelerating�Construction Money Spent +57% Year Over Year
Wolf Street
4. Software SMH Having Run But�On 1-Year Basis Semiconductors Outperforming Software by 100%
YCharts
5. Consumer? WMT -3% and COST +6% Trailing S&P 2026
YCharts
6. LULU Hit $516 in 2023 About to Break $100 on Chart �..-81% from Highs
StockCharts
7. China Selling U.S. Paper for 15 Years
Barchart
8. Six Nuclear Bills Pass House without a Single No Vote
ZeroHedge
9. Australia Legislation to Ban Social Media Algos
Semafor
10. Thomas Sowell on Communism
Thomas Sowell