Market

“eToro and Hinge Health both had Initial Public Offerings yesterday and big pops in their stock prices, signaling new technology companies might go public again” 😊 😋

The big question over the next few weeks is the disconnect between consumer sentiment and their actual spending habits. Consumer sentiment measured by Michigan survey is weakening, but consumers are still opening their wallets. Does that metric now just track vibes but not their behavior?

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Insights from the portfolio

Video of the day

Today’s video is on Cava $CAVA the mediterranean restaurant chain

Deep dive of the day

Good setups for swing