3. Tom Lee Recommended IGV Software ETF Last Week….It Held the Same Level 4x in a Row
StockCharts
4. Negatives-Oil and Rates Moving Higher
Marketwatch
5. U.S. Oil Exports Surge
6. Venezuela’s Oil Exports Boom
Semafor
7. Size of Sovereign Wealth Funds
8. Nashville Housing Market Rolling Over…Supply 67% Above Average
Nick Gerli
9. 7.2M American Homes Sitting Empty Due to Owners Holding Off on Paying Capital Gains
NYT By Vince Dixon –Roughly 7.2 million single-family homes are sitting empty and being kept off the market, according to the real estate investment service Flock Homes, contributing to a nationwide housing shortage. But a closer look at these “zombie homes” shows that for many owners, selling just isn’t worth it.
NY times
10. Percentage of International Student Athletes in U.S. Division I Colleges
2. Earnings Per Share Growth AI Related Stocks vs. Non-AI Related
The Irrelevant Investor
3. AI Marketing Projected to Grow 25% CAGR
The Kobeissi Letter
4. Nasdaq Historical Day Wed…First Time in 28 Years
Jason Goepfert
5. Tesla Ownership Breakdown….Retail Investors Equal to Institutional
6. Military Long-Shot Polymarket Bets High % Winners
Dave Jones Jones Trading More than half of “long-shot” bets on military action made on Polymarket are successful, according to a new report that suggests prediction markets could pose a bigger threat than previously recognized to the security of sensitive information. FT reports that long-shot bets — defined as wagers of $2,500 or more at odds of 35% or less — on the platform had an average win rate of around 52% in markets on military and defense actions. That compares with a win rate of 25% across all politics-focused markets and just 14 per cent for all markets on the platform as a whole
7. Manhattan Office Leases 10-Year Highs
Why AI Startup Offices in NYC Are Flashy but Mostly Empty
AI firms are rushing to grab Manhattan’s most coveted office space, but desks outnumber employees. Some grow into them; others just want room to think. Isabelle Bousquette
WSJ Cash-rich AI startups are fueling a new boom in Manhattan’s commercial real-estate market. In 2025, artificial-intelligence companies signed leases for more than 845,000 square feet, according to real-estate-services firm JLL. This year, they are leasing at nearly double that rate, securing more than 414,000 square feet in the first quarter.
KYIV, Ukraine (AP) — Ukraine used interceptor systems to shoot down more than 33,000 Russian drones of various types in March, a record monthly figure since Moscow launched its all-out invasion more than four years ago, Ukraine’s defense minister claimed.
Meanwhile, Ukraine’s domestically developed long-range attack drones struck a Russian oil refinery and terminal on the Black Sea for the third time in less than two weeks, prompting the evacuation of local people and a Russian warning of possible “environmental consequences.”
Ukraine has developed cutting-edge and battle-tested drone technology that has proved essential in holding back Russia’s bigger army and has drawn military interest from around the world.
Interceptor drones as part of a comprehensive air defense system are now being sought by Middle East and Gulf countries amid the Iran war, according to Ukrainian officials.
Ukraine is scaling up supplies of interceptor drones to thwart Russian aerial attacks, and its military has introduced a new command within the air force to boost the country’s capabilities, Defense Minister Mykhailo Fedorov said in a post on Telegram late Monday.
1. GOOGLE Exposed Stocks vs. Open-AI Exposed Stocks
Bloomberg
2. Will Elon Win Case Against Open AI Altman? Polymarket
Polymarket
3. NVIDIA Stock Breaks Out to New Highs After Big Sideways Move
StockCharts
4. EPS and Revenue Delivering
WSJ
5. Short-Term Speculation at Highs
Speculative options. “Animal spirits are back to ‘Red Hot’ – indicating an aggressive chase higher (one of the fastest speculative rushes in history).”
Macro Charts
6. History of 10% Gains in One-Month by XLK (tech etf)
Dorsey Wright There are 21 other instances where XLK gained more than 10% in a calendar month. In those prior instances, the fund typically cooled off, averaging flat performance over the subsequent six months and a modest 5.1% gain over the following year. However, previous instances occurred disproportionately during inflection points. One‑third of those episodes occurred during the dot‑com bubble period (Late-99 to Mid-02), with tech falling 30% or more each time over the next year, pushing averages meaningfully lower. By contrast, the remaining two‑thirds preceded highly bullish periods, averaging a 27.8% one‑year return outside of the dot‑com bubble. Regardless of whether the current environment ultimately proves to be bubble‑like or not, extreme months such as this tend to precede elevated volatility, both to the upside and downside. Given how extended semiconductors have become, the group may experience even greater volatility than the broader Technology sector.
Nasdaq Dorsey Wright
7. Softbank has Not Traded Above 2025 Highs in this Rally
Perplexity
StockCharts
8. IWC Microcap Stocks Break-Out to New Highs
StockCharts
9. 30% of Car Owners Who Traded-In Had Negative Equity
We’re looking at one of the biggest moments in financial markets in a really long time. Between the OpenAI, Anthropic, and SpaceX IPOs, we’re going to be inserting almost $4 trillion in value into the markets, while, at the same time, adding zero dollars in earnings because all of them are burning billions in cash. SpaceX lost $5 billion last year. OpenAI is expected to lose $14 billion this year.
2. Software Group Below All-Time Highs….Only 22 Positive for 2026
Koyfin
3. ADBE Negative Now on 5-Year Number
Google Finance
4. DPZ Dominos Pizza Crushed the Market 2010-2020….Now 5-Year Negative Total Return
Google Finance
5. Emerging Markets +50% vs. S&P +31% One Year
YCharts
6. Emerging Stocks an Even Better Bargain After Best Rally in Years
Comparing forward earnings multiples, MSCI’s emerging index now trades at a 44% discount to the S&P 500 — the biggest gap since April 2025.
The discount isn’t a sign of weakness. Emerging stocks look cheaper versus the US market because analysts have lifted profit forecasts for emerging-market companies by 30% this year, dwarfing an average 10% upgrade for S&P 500. Earnings estimates represent the denominator in the price-to-earnings ratio, so when they climb, valuations drop — even as share prices rise.
Advisor Perspectives
7. They Chose Careers in the Trades and Still Wound Up With Debt-WSJ
As community colleges and union apprenticeships fill up, more students are turning to pricier training options for blue-collar careers
52% of Students Waitlisted in High School Vocational School.
WSJ
8. Condo Price Drops
By Wolf Richter for WOLF STREET. In 31 bigger markets, prices of mid-tier condos through March have dropped between -12% and -31% from their respective peaks. In five of them, prices dropped by over 20%. The 27 most salient of those markets are shown in charts below, plus the City of Chicago, though it doesn’t belong on this list, but like other cities, it has a condo market where prices are back where they’d been 20 years ago.
Wolf Street
9. Iran’s Mosquito Navy Fleet 3k-5k Boats
Perplexity
10. Breathwork-Seth’s Blog
[Off topic, but I hope it might be useful]
Mindfulness can improve your life. So can stillness and spiritual grounding. This is not a post about that.
Breathing is an architectural challenge and a chemical necessity.
We breathe about 20 pounds of air a day (and if you’ve ever tried to weigh air, you can imagine that this is quite a bit.) Why bother?
The body is fueled by a series of chemical reactions, and most of them require the right balance of oxygen and carbon dioxide. The body is finely tuned to be aware of the available quantity of each, and reacts accordingly.
We evolved to have a particularly complicated system for ingesting air. We have two nostrils and a mouth. Thanks to speech and other requirements, the mouth is well suited to rapid inhalations and exhalations.
Spend three days breathing only through your nose. Even when you work out. Especially then. (Except swimming. I tried. It doesn’t work.)
And consider slightly taping your mouth when you sleep. Just a small piece of surgical tape, about a half inch across–right in the center. Put some lip balm on before applying so it won’t irritate you. Don’t do this if you have apnea or other issues, or a doctor who suggests against it. It’s a very small piece of tape, easily removed.
That’s it. Three days.
Nestor spends hundreds of pages explaining a huge range of benefits and volumes of peer-reviewed research. Some of it might be a bit overblown, some is surprising, but all of it makes sense.
But you don’t need a Ph.D. to determine how it feels after three days. It’s like discovering you’ve been using the wrong door to get into and out of your house.
I had such a good experience that I felt like it was worth sharing. Breathe through your nose, small sips, not gulps. You may find that you sleep better, snore less, run further, and are less stressed.
