(1) Not on my summer reading list. (2) The Art of the Tweet. (3) Recessions tend to happen around presidential elections. (4) The Fed tends to postpone rate hikes before presidential elections. (5) Since 1961, presidential elections have coincided with bear markets 5 out of 9 times. (6) REITs will have their own home in S&P 500. (7) More upside for REITs? (8) Glut of multi-family apartments for rent? (9) Good news: Industrials rallying on bad news. (10) Musk has big daydreams.
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