Residential fixed investment historically leads GDP by seven quarters, marking housing as a critical indicator for the 2026 business cycle. Despite current flat growth, historical data confirms its pivotal role in economic forecasting.

BellRing Brands sits at half its intrinsic value, driven by high-growth protein labels like Premier Protein. Its asset-light model generates $247 million in free cash flow, offering a rare blend of value and growth.

While the top 10% who manage the TINA Economy are fixated on their ballooning stock market wealth, the bottom 90% are melting away. Some day that might actually have consequences.

Analysts remain bullish, citing AI demand and HBM strength.

Global markets trended lower as major US and European indices retreated, while India's Sensex dropped nearly 1.5%.