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- Life, Liberty, and Market UpdatesAs AI stocks stumbled and the Strait of Hormuz kept markets on edge, the U.S. turns 250 this week.
- Two Storylines, One RallyA hawkish Fed debut and a historic Iran ceasefire.
- Blast OffSpaceX made history, as inflation data and geopolitical tensions kept markets on edge.
- Good Jobs ≠ Good Markets172,000 jobs added. Markets fell anyway.
- New Highs, Old QuestionsMarkets climbed to fresh records on Iran ceasefire hopes.
- Rising Costs, Rising MarketsMarkets kept climbing despite stubborn inflation. Two voices make the case that AI may a long-term antidote.



