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Elon Musk is the world's first trillionaire. A trillion dollars is so much money it is nearly impossible to comprehend. I asked Claude to give me some visuals of how this would look if stacked as 100 dollar bills. Truly stunning... $1 million in $100 bills = about 3.6 feet tall. Roughly chest-high on a person. $1 billion = about 3,580 feet, or 0.68 miles. That's taller than any building on the planet, and roughly 2.5 Empire State Buildings stacked tip to tip. $1 trillion = about 680 miles or 11 times higher than the edge of outer space. The International Space Station orbits at around 250 miles up, so your stack would punch past it and keep going nearly three times higher. If you stacked Musk's trillion dollars as $100 bills and started climbing it at highway speed, 60 mph, it would take you over 11 hours of nonstop driving straight up to reach the top. 🤯🤯🤯

What to do about market concentration? @biancoresearch and @jeffkilburg discuss.

We noted many times before the war started that inflation was broadening out and it would be very hard for the Fed to cut in 2026. We've positioned our models for an inflationary growth regime (OW stocks, UW bonds, managed futures, gold/commodities) as a result.

Wall Street's most famous bearish signal isn't bearish. Nice reminder from @granthawkridge that the Hindenburg Omen isn't bearish for stocks. We've noted this many times, but Grant found some of the best years in recent memory had many HOs (2013, 2014, 2017, 2024, and 2025)

Still 60% of stocks in the S&P 500 above their 200-day MA, not great, but pretty solid. And 20- and 50-day also trending higher since the mid-May weakness.

S&P 500 advance/decline line still in an uptrend.

SpaceX gained 19.2% today. Looking at more than 9k IPOs since 1980, the average Day 1 IPO gain was 18.9%. History doesn't repeat itself, but it often rhymes.

Nice week for stocks overall, with broad-based buying. The surprise summer rally is alive and well, with new highs likely coming before June is over. Imagine what the AAII 🐻 s will do when we hit new highs?

Taking investing in bubbles from @biancoresearch and what made @jeffkilburg call the lows to the day on CNBC.

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Momentum's back after the briefest of interruptions 🙌🚀 Last 2 week returns 👇 $SPMO: 1.3% ( 28.2% ytd) $MTUM: 2.7% ( 29.7%) S&P 500: -2.0% ( 9.1%) Btw, Momentum is not quite high beta or Mag 7 $SPHB: -0.9% ( 27.3%) $MAGS: -8.2% (-1.6%) @CarsonResearch @RyanDetrick

🚀🚀🚀🚀🚀 SpaceX thoughts via @sonusvarghese

Good way to end the week. Thanks @TheChartReport and to @the_chart_life for the original inspiration

Live from Chicago for Episode 191 of Facts vs. Feelings with @RyanDetrick, @SonusVarghese, @jeffkilburg and @biancoresearch. We break down bubbles, AI concentration, software disruption, and diversification. bit.ly/4xnbmlF #FactsVsFeelings #Markets #AI

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