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& Big Tech's 27% FCF margin.
& our favorite investment themes...
& staying calm when the markets are not.
& market breadth hit a year-to-date low.
& Trump's crypto project is buying "alt" coins like Ethereum & Chainlink.
& the S&P 500 hits another all-time high
& Bitcoin is now the 7th most valuable asset
& $13B in Bitcoin volume...
& why consumer sentiment is low...
& how the stock market usually reacts to close elections...
& $153 trillion of federal debt...
& household stock allocation hits 48%...
