July 2026
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The real test of the second half begins on Tuesday as the Financials deliver their earnings. At the beginning of the year, the sector was a consensus long. It didn’t work out so well in the first half, but the newfound momentum couldn’t come at a better time.
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🗽Happy 250th to the USA 🦅 Hope you enjoyed the 🎇fireworks🎆 because the central banking world just set off a few of its own. Thankfully, we have a light week ahead because there is a paradigm shift underway you need to know about. Plus two earnings reports this week that couldn’t look more different and…
Gorilla With Glasses 