💸 Summer of Stocks

TL;DR: Tax free housing, summer of stocks, dollar fades & green e-commerce

It's hot out there, with most of the US experiencing a heat wave, but do you know what's hotter? The stock market. This week, the Nasdaq ended its seven-day win streak of record closing highs. The economy is humming, markets expect the Fed to cut rates soon, and AI enthusiasm showed a bit of a gap this week in the stocks. Now, equity strategists who seemed to be skeptics can't seem to turn bullish fast enough. The usual fear and trembling among investors is running out.