This Mining Stock…

MP Materials (MP) just jumped more than 50% in one session after announcing a huge deal with the U.S. government.

Markets Will Watch THIS

SPY was flat (-0.06%) today but big things coming, including the start of earnings season next week.

The Energy Un-Crisis

The U.S.’s broad spectrum energy sector is having a moment…and it’s a good one.

Rate Cuts on the Way?

The Fed is sounding more dovish, and futures are showing increased odds of a rate cut by September.

Best Theta Tip

Markets hit new all-time highs today with SPY at 617.85 (+0.4%)—but the real story? Theta decay’s speeding up thanks to the 4th of July market schedule.

Goldilocks Day

Today felt like one of those “Goldilocks” days—GDP slightly down, PCE a tad hot, but durable goods orders and jobless claims came in strong.

Why Stocks Will Go Up

Markets closed strong today—S&P 500 up 1.1%—driven by two big themes: easing tensions with Iran and anticipation around the “Big Beautiful Bill” that could mean massive government spending and tax cuts.

So Far, So Good…

SPY closed up nearly 1% today—relief rally after Iran’s “warning shot” caused no casualties at a U.S. base. Geopolitics cooled, and the market liked it.

Trading Vol Spikes

The S&P 500 dropped 0.85%, and it’s clear traders are nervous about what’s happening with Iran, so let’s talk trading volatility spikes.

I Am Cautious

The S&P 500 popped 0.9% today as fears over a wider conflict with Iran eased—but don’t let that lull you into complacency.

Mine Your Business

The S&P closed up today, but so did the VIX (not typical). More interesting: Bloomberg reports the Trump team is trying to fast-track U.S. rare earth mining using Cold War-era powers.

Trump’s Reason

Trump may want to replace Powell at the Fed (per Bloomberg)—but why? Maybe it’s about pushing rates lower to weaken the dollar and improve trade terms.

Buy It and Buy It?

The S&P 500 closed pretty flat today—up just about 0.1%—but that’s within 2% of its all-time high. Not bad, considering there’s still no formal trade deal on the table… just a little “hopeium” and some chatter out of London.

Pullbacks I Expected

The market was off a touch today—S&P down 0.4%—but a few overvalued names I’ve been talking about dropped even more.