We now have:
1. The 2nd largest monthly job loss since the pandemic
2. Oil prices up +60% in 4 months to a new 2-year high
3. Gas prices up more than +20% since December 2025
4. US PPI inflation unexpectedly rising to its highest since July 2025
5. 10Y Note Yield up +20 basis points this week
6. $600B+ in expected AI investment from Magnificent 7 companies in 2026
Own assets or be left behind.
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