“AI Infrastructure: A New Pillar of Economic Growth” Click Below to get our One-Sentence summaries: - AI Infrastructure: A New Pillar of Economic Growth - Strong Loan Demand - Construction Cash Converging on Data Centers - STAAC Commentary and Insights https://t.co/m5rtrW6BEj

“Earnings Continue to Impress” Click Below to get our One-Sentence summaries: - Earnings Continue to Impress - The Fed Delivers on Expectations - A K-Shaped Rally and Market Breadth Concerns - STAAC Commentary: Asset Allocation Insights https://t.co/e8dtREalCB

“Late Cycle Economy & Labor Market Risks” One-Sentence summaries: - Late Cycle Economy & Labor Market Risks: - Stock Valuations Near Dotcom Boom Peaks: - Surging Margin Balances & Fed Rate Cut Expectations: - STAAC Commentary & Asset Allocation Insights: https://t.co/P8xaDUCOdp

“Cockroaches, Canaries, and Credit Markets” One-Sentence summaries: • Cockroaches-Canaries-Credit Markets: • Cracks Showing in the Leveraged Credit Markets: • Sounding the Alarm | High-Yield Spreads: • STAAC Commentary and Asset Allocation Guidance: https://t.co/nR8lDyXdsO

“Q3 Earnings Season Preview & Tariff Impact” Click Below to get our One-Sentence summaries: - Q3 Earnings Season Preview & Tariff Impact: - Artificial Intelligence as a Growth Driver: - Margin Outlook and Tariff Effects: - STAAC Commentary and Allocation: https://t.co/0TBbnxCR4X

“Equity Market Melt-Up & Government Shutdown Risk” Click Below to get our One-Sentence summaries: - Market Melt-Up & Government Shutdown - Internal S&P 500 Trends Are Weakening - Don’t Fight the Fed & Seasonal Strength - STAAC Commentary & Asset Allocation https://t.co/XFhX2Rkb8T

“Fed’s First Rate Cut and Labor Market” See what we have to say about the following: - Fed’s First Rate Cut and Labor Market - Market vs. Fed Rate Expectations - Housing Market and Mortgage Rates - STAAC Commentary https://t.co/VzVFcxRnPc

“Stocks Are Following the Market’s Playbook” Click Below to get our One-Sentence summaries: - Stocks Are Following the Market’s Playbook - This Bull May Still Have Legs - Potential Catalysts to Keep This Bull Running - STAAC Commentary and Positioning https://t.co/SskiiMbZd9

"So Long Sweet Summer" Click Below to get our One-Sentence summaries: - So Long Sweet Summer - Another Solid Earnings Season for the S&P 500 - Rotation Revival - STAAC Commentary https://t.co/oVCIwBoRfG

Jackson Hole Economic Symposium See what we have to say about the following: -Jackson Hole Economic Symposium -Monetary Mayhem at the Federal Reserve -Balance Sheet Normalization and Fixed Income Outlook -STAAC Commentary on Asset Allocation https://t.co/iaSjL0f3Op

Strong Second Quarter Earnings Growth Despite Tariffs Click for our 1-Sentence summaries: - 2nd Qtr Earnings Strong Despite Tariffs - Big Tech Remains Key Growth Driver - Margin Outlook & Rising 2026 Estimates - STAAC Commentary & Allocation Insights https://t.co/vFlLvbUga4

Tariffs Have Been Absorbed Well by the Market Click Below: - Tariffs Have Been Absorbed Well by the Market - Uncertainty Remains Around Final Tariff Rates - Policy Tailwinds and AI Investment Are Driving Market Strength - STAAC Commentary: https://t.co/07bLGw7e97

Federal Reserve and Economic Slowdown Click Below to get our One-Sentence summaries: - Federal Reserve and Economic Slowdown - Earnings and AI Investment Surge - Tariffs and Treasury Strategy - STAAC Commentary and Market Outlook

Economy in Uncharted Waters Click Below to get our One-Sentence summaries: - Economy in Uncharted Waters - Rising Delinquencies and Margin Compression - Market Leadership Rotation and Global Opportunities - STAAC Commentary and Asset Allocation https://t.co/cjy5Yv0gz7

Midyear Stock Market Outlook: Uncertainty Dominates Click Below to get our One-Sentence summaries: - Midyear Stock Market Outlook - Earnings Outlook: Tariffs & Tech Take Center Stage - Valuations & Fair Value Scenarios - STAAC Commentary & Asset Allocation https://t.co/VyzsO6DrsG

Wishing everyone a joyful and safe Independence Day filled with laughter, love, and lots of fireworks! 🎆🎇 #FourthOfJuly #IndependenceDay #USA #CelebrateFreedom #StarsAndStripes

Strategic Horizon Allocation to Non-U.S. Equities Click below: - Strategic Horizon Allocation to Non-U.S. Equities - Valuations Matter With Strategic Investment Horizons - Scenario Analysis Case for Int'l Diversification - Asset Allocation Insights https://t.co/NyUcEuNazG

China’s Equity Market Diverges: Click Below to get our One-Sentence summaries: - China’s Equity Market Diverges: A-Shares vs. H-Shares - A-shares Stuck in the Doldrums - H-shares Rally Displays Durability - STAAC Commentary and Asset Allocation Insights https://t.co/slUCAnq6tI

Inflation’s Importance to Financial Markets Click Below to get our One-Sentence summaries: - Inflation’s Importance to Financial Markets - Geopolitical Tensions and Market Impact - Stock Market Valuations and Recovery Trends - STAAC’s Tactical Positioning https://t.co/XjCG6YWIPO

Q1 Buybacks Boost Stocks Amid Market Recovery Click Below to get our One-Sentence summaries: - Q1 Buybacks Boost Stocks Amid Market Recovery - Who Is Buying and How Much - Buyback Performance and Capital Allocation Trends - STAAC Commentary and Outlook