THE US IS DEPLOYING A THIRD AIRCRAFT CARRIER, USS GEORGE H.W. BUSH, TO THE MIDDLE EAST ALONGSIDE THE USS ABRAHAM LINCOLN AND USS GERALD R. FORD CARRIER STRIKE GROUPS. || OFFICIALS INDICATE THE US COULD MAINTAIN THREE CARRIERS IN THE REGION FOR THE FORESEEABLE FUTURE, SIGNALING A SIGNIFICANT MILITARY BUILDUP AMID ESCALATING TENSIONS. - WSJ
April Weaker in Midterm Election Years
As you can see in the chart of the recent 21-year $QQQ $IWM $SPY $DIA performance in April and midterm-election years since 1950, the month has been nearly perfect over the last 21 years with gains steadily building from the first trading day to the last with only the occasional and minor blip along the way.
In midterm-election years, the market has generally been strong until around mid-April but noticeably weaker in the second half. This is when the “Weak Spot” (page 46 STA 2026) of the 4-year presidential election cycle has historically begun.
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CPU shortage is 'getting more serious day by day, no less than the memory chip situation' according to an unnamed gaming PC company https://t.co/GxUL19pndJ
A story in 3 parts...
5/5/2025 Q1 $HIMS Earnings Call: "Looking to Partner with Lilly"
6/10/2025 $LLY Bloomberg Article: "We're not going to partner with telehealth firms that sell compounded versions of GLP-1s"
3/9/2026 $HIMS: "We're no longer going to advertise GLP-1 offerings and existing patients will have the opportunity to transition to FDA-approved medicines"
A story in 3 parts...
5/5/2025 Q1 $HIMS Earnings Call: "Looking to Partner with Lilly"
6/10/2025 $LLY Bloomberg Article: "We're not going to partner with telehealth firms that sell compounded versions of GLP-1s"
3/9/2026 $HIMS: "We're no longer going to advertise GLP-1 offerings and existing patients will have the opportunity to transition to FDA-approved medicines"