The US housing market is shifting in buyers' favor.
46% of sellers gave concessions last month—a record high for May. That's double the rate from 2022 and the second straight year of increases.
There are now ~47% more sellers than buyers, near an all-time high. High mortg
Asian chip stocks are on a crazy run right now 🚀
The MSCI EM Semis vs Magnificent 7 ratio hit a record ~205, more than doubling since early 2026.
Mag 7 is down -7% this year, but EM Semis surged +91%.
Biggest drivers? South Korea's SK Hynix (+348%) and Samsung (+199%).
Contribution margin vs gross margin – they’re not the same thing. Gross margin is revenue minus COGS, while contribution margin subtracts variable costs. Both help you understand profitability, but for different reasons. 📊
6/9/2026 Daily Recap: Things are getting looser and wider out there.
- $XLK saw a huge volume spike and a wide range today, dropping -7% from high to low.
- $SMH did the same but fell -9%.
- The late-day bounce in some names hitting key levels is encouraging, but charts are
Made 100% overnight on $TSLA calls. Told subscribers about it yesterday—just trade the momentum, not the bottom. I wait for strength before jumping in. Cleaner entry, clear risk, better odds. That's chasing vs. actually trading.
365 Foundayo cases now in FAERS. 11 serious. 39 still being looked into. It's only been on shelves 9 weeks since April 6.
That's about 4 reports per 1,000 patients. Mature GLP-1s usually see 0.5-1 per 1,000 at this point. So Foundayo is running 4-8x the normal rate.
Here's
Democrats face significant losses due to red state redistricting, a potential SCOTUS ruling against race-based districts, and a new Census excluding non-citizens, which could collectively cost them 32 to 42 House seats in a worst-case scenario.
I voted for this.