JaydubCha

Defensive stocks have never been this disliked: The healthcare sector now accounts for just 8.3% of the S&P 500’s market cap, the lowest percentage since 1994. Their weight has fallen by -50% since the 2022 bear market. By comparison, healthcare represented ~9.0% of the index’s value at the 2000 Dot-Com Bubble peak. Furthermore, consumer staples, healthcare, and utilities collectively now account for just ~15% of the S&P 500’s market cap, the lowest since at least the 1970s. Their weighting has dropped -12 percentage points since 2022, marking an even bigger drop than during the Dot-Com run. Tech stocks have never been bigger.

Sen̓aḵw is getting closer to releasing market rents. Can't wait.

US AI labs: "China will never catch up!" The US AI lab:

Emerging Markets corrected in March... a buying opportunity? $EEM $IEMG $VWO $SPEM

"Unlike other politicians, you can ask me ANYTHING! You can talk sex, whatever you want! I'm here for you." - President Donald J. Trump

Canadian LNG exported from the West Coast: South Korea leads the group with 30 delivered shipments, followed by Japan (14), China (7), and Taiwan (5) Three shipment destinations are currently not available.

CRA says there are only 35,180 people with over $200k in their TFSA. Are you one of them?

29 Canadians who hold over $5M in their TFSA in Canada. This is insane stats. Now i am very eager to do the same 😀

The parents of one of the alleged ISIS-loving teens who tried to detonate an IED near Gracie Mansion own a gorgeous, $2.25 million home — as his alleged co-conspirator was seen flashing an ISIS salute while being led off in shackles trib.al/VXxB9Ql

BREAKING: 🇺🇸Assassination attempt on NYC Mayor Zohran Mamdani: NYPD identified two suspects after an attempted bomb attack outside Gracie Mansion, the residence of Zohran Mamdani @ZohranKMamdani. Video shows one suspect passing the device to another before an arrest outside the mansion. Police say the device was a jar wrapped in black tape containing nuts, bolts, screws, and a fuse.

Latest trend by Iranian women mocking converted ones crying for Khamenei 😂😂😂😂

Pathologically Zionist coded behavior

@ThinkWiselyMatt Why? I was thinking about ws mortgage

please NEVER get a mortgage with wealthsimple

By @Forbes' estimates, the elder Ellison, who is also Oracle’s largest shareholder, doesn’t have enough cash to fulfill his part of Paramount’s $111 billion offer for Warner Bros. We'll know more in the coming days, but here’s how it could play out: forbes.com/sites/phoebeli…

WOW. Michael @michaeljburry just shared his thoughts on why Korean stocks trade at a discount and his adventures investing in Korea. This is the kind of incredible discourse you'll find exclusively in my Key Context Substack chat room. Subcribe here: taekim.substack.com

BREAKING: Stunning new polling reveals that Canada is more popular in the United States than Donald Trump is. Trump would hate it if you made this go viral.

BofA: South Korean exports imply big global earnings upside

Miley Cyrus talks about Grammy loser & MAGA rapper Nicki Minaj supporting Donald Trump for Variety: “Back in 2019 I was called “Perdue Chicken” by someone who thought misogyny was cute, now it’s 2026 and I’m here with three Grammys, my integrity intact, standing with the LGBTQ+ community instead of using them for clout or cozying up to politicians who harm them — growth is real, hypocrisy is loud.”

BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US."

A poem about a cat, written in China 833 years ago.