S&P 500 ($SPY)
Nasdaq ($QQQ)
Russell 2000 ($IWM)
Semiconductors ETF ($SOXX)
Super Micro Computers ($SMCI)
Nvidia ($NVDA)
Coinbase ($COIN)
Bitcoin ($BTCUSDT)
Microsoft ($MSFT)
Solar ETF ($TAN)
10-Year Treasury ($TNX)
Tesla ($TSLA)
Taiwan Semiconductor Manufacturing ($TSM)
Simon Property Group ($SPG)
Arm Holdings ($ARM)
Monthly mortgage payments on new mortgages have doubled since 2021
Effective outstanding mortgage rate is 3.8%
Some disconnect between housing under construction and new homes sold
Disconnect between mortgage rates and home prices
US apartment supply increasing
Watch this weekend’s video for analysis of the market and stocks to watch:
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