The US housing market is finally shifting in buyers' favor:
46% of sellers made concessions in May—highest ever for that month.
That number has DOUBLED since 2022, and it's the 2nd year in a row it's gone up.
Right now, there are about 47% more sellers than buyers, near
Asian chip stocks are on fire right now 🔥 The ratio of MSCI EM Semis to the Magnificent 7 hit a record ~205, more than doubling since early 2026.
While the Magnificent 7 dropped -7% YTD, EM semis surged +91%.
South Korea's SK Hynix (+348%) and Samsung (+199%) are the big
Contribution margin and gross margin might sound similar, but they’re different. One focuses on variable costs, the other on COGS. Both help you understand profitability, just in different ways 💡