Testing the Mr. Zimmerman Rule

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Fade the “Holiday Week” Fade in Jobless Claims

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The Weekly Quill — Shameful Schadenfreude — Crossing the Line in the Great State of Texas

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Soliloquy vs Somniloquy

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The Time is Nigh to Take Profits on Small Caps

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Tipping the Scales

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The “Resilient U.S. Growth Narrative” Is Being Stress-Tested

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Smoke Gets in Your Eyes

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Aggregate Income Declining as Job Market Scarring Hits Levels Seen at the End of the Great Recession

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Saturday Intelligence Briefing — 7.5.25

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