Market Overview & Economic Outlook - Market experienced minor declines, around 1% or less, but this reflects recent market trends [1] - The economy maintains significant momentum, supported by GDP revisions [2] - AI super cycle continues to drive growth in mega-cap tech stocks [2] - A consolidation period is expected, but the strength of the economy and the AI sector suggest it won't be a major correction [3] Investment Strategy & Sector Focus - Today is generally a good day to invest for long-term goals like retirement, savings, and college [3] - For those nearing retirement, a more conservative approach focusing on dividend growth or dividend income stocks is advisable [4] - Healthcare sector is currently undervalued, trading at its lowest relative weight in the S&P since 1994, with big pharma trading at approximately a 30% discount to the S&P [8][10] - Healthcare sector is expected to be positively transformed by AI [11] Bull Market & Historical Context - Historically, bull markets have an average length of about 8 years; the current bull market is approximately 2 and a half years old since the Chat GPT lows in October/November 2022 [5] - The NASDAQ is trading about 12% above its 200-day moving average, which is less extended compared to the technology sector in 1999 [6] Risk Factors & Confidence Level - Geopolitical risks, particularly in Eastern Europe and Ukraine, are concerning and could impact oil prices [14][15] - High confidence in avoiding a recession and limiting drawdowns to a maximum of 5-10% [16]

On this episode of Everybody’s Business, we talk about the troubled Argentina economy and two of the biggest names in US media https://t.co/WrUYxa7KM5 ...

Federal Reserve Governor Stephen Miran says the US central bank risks damage to the economy by not moving rapidly to lower rates https://t.co/Wkgkx7uAc4 ...

Gender Roles & Societal Views - The study reveals a significant gender gap regarding the return to traditional gender roles, with approximately 39% of men versus 24% of women believing society would benefit if young people prioritized family before professional goals [5] - A partisan gap exists, with 15% of Democrats compared to 51% of Republicans thinking society would be better if young people prioritized family [6] - 62% of Americans agree that toxic masculinity is a problem, but a gender gap exists, with 71% of women agreeing compared to 53% of men [8] Political Implications - The 19th covered how a particular brand of masculinity plays out across the Trump administration and translates into policy [9] - Nearly two-thirds of Americans believe abortion should be legal in all or most cases [11] - Democrats are considering reproductive care and access as not just a health issue but also an economic one, especially concerning the ability of Americans to pay their bills [13] Kamala Harris's Political Activities - Kamala Harris is on a 15-city book tour to listen to the American people and understand their thoughts on the future fight [17] - The book tour is seen as an opportunity for Harris to learn from the American people and potentially inform her future political steps [18]

Ukraine is running out of soldiers. Its economy is hamstrung by manpower shortages and constant bombardment, and its democratic politics is showing signs of fraying. The first two are not under its control, but the third is where action is required https://t.co/Su4HU1DKcx ...

Joining us now is David Ducker, senior writer at The Dispatch and an MSNBC contributor. Basil Michael is former executive director of the New York State Democratic Party and an MSNBC analyst. So, eight words, David.Cancel the cuts, lower the cost, save healthare. Is that the slogan that's going to give Democrats an advantage over Trump and the Republicans because this fight is looking to get messy. Yeah, that's doubtful.Uh, Americans don't like government shutdowns. They think they're an illegitimate form o ...

Woke up to some yes n some noAfter going 8-0 the last 2 days, I had toCool off a bit.Jimmy Kimmel | NO |❌ (can’t beiieve be said it)Medicare / Medicaid | NO | ✅Economy | YES | ❌Tax on Tips | YES | ❌ (this shocked me)Overtime | YES | ✅Honestly surprised.He went WAY harder on the political and law enforcement side than the middle America and tax / market / economy side.We know for next time. 2-3. 10-3 through the last 3 is greatAnd also woke up to an official Polymarket mention market for SouthPark.Will share ...

Economic Sentiment Disparity - A 31-percentage point gap exists between women's pessimistic and optimistic views on the economy [1] - This gender gap in economic sentiment is a long-standing trend in America, dating back decades, and has widened in recent years [3][4] - Women are more pessimistic about the economy's future, with half expecting it to worsen in the next year, compared to only 20% who expect improvement [6] Factors Influencing Women's Economic Outlook - Women's economic pessimism is linked to their experiences, including the persistent pay gap and disproportionate caregiving responsibilities, which can negatively impact their earnings over time [3][8] - A higher percentage of single-parent households are headed by women (approximately 20% of kids in America) compared to men (less than 5%), contributing to financial strain [10] - Women tend to focus on immediate economic indicators like grocery prices, which have been significantly impacted by inflation, while men pay more attention to macro elements like the stock market [12][13] Impact on Political Landscape - The economy will be a central issue in upcoming elections, and understanding women's economic concerns is crucial for both parties to develop effective messaging [15][17] - Messaging focused on addressing everyday costs, like the price of eggs, may resonate more with women, while highlighting stock market performance may appeal more to men [16] - Women have seemingly lost faith in the American dream [14]

Economic Sentiment Disparity - A 31-percentage point gap exists between women's pessimistic and optimistic views on the economy [1] - Women are more pessimistic about the economy than men, a trend observed for decades [3] - The gender gap in economic sentiment has widened in the last six years, reaching its widest point since 2019 [4] Factors Influencing Women's Economic Pessimism - Women often switch to less expensive groceries to save money and lack confidence in affording vacations, cars, or comfortable retirement [5] - Half of women expect the economy to worsen in the next year, while only 20% anticipate improvement [6] - Women are less confident than men that the next generation will have a more prosperous economic life [7] - Women's lower earnings, often due to caregiving responsibilities, compound over time, impacting their career earnings [8] - A significant percentage, approximately 20%, of children in America live in single-parent households headed by women [10] - Women perceive the economy differently, with grocery prices having an outsized impact on their views [12][13] Political and Marketing Implications - The economy will be a central issue in the upcoming midterm elections [15] - Messages about lowering the cost of everyday items, like eggs, may resonate more with women, while discussions about the booming stock market may appeal more to men [16] - Addressing women's economic concerns is crucial for both political parties to gain their confidence and votes [17]

the TLDR for my playsJIMMY KIMMEL | POLYMARKET | NO | <75cMEDICARE / MEDICAID | POLYMARKET | NO | <50cECONOMY | KALSHI | YES | <60cTAX ON TIPS | KALSHI | YES | <65cOVERTIME | KALSHI | YES | <65c ...