• Japan’s government bond market liquidity is collapsing; the JGB Liquidity Index hit 9.5 points on Tuesday, the worst on record, having doubled in the last 12 months. 1
• The Cass Freight Index fell **-7.

• $LMND represents a once-in-a-lifetime investment opportunity, akin to Buffett’s Geico, with an infinite holding period for long-term investors. 引用[1]
• $ARKG is slated for $70 by end of 2027. [引用[3]](https://x.

• $APP is sparking significant interest. 1
• $RUN shows bullish momentum. 2
• $LOW hitting a 52-week high triggers adjusting “let it ride” stops. [3](https://x.

• $SPX saw 14 out of the last 16 Fridays close green, with bears only managing one significant Friday drawdown. This suggests extreme bear weakness, a dire market condition. 1
• The GS U.S.

• $AMD and $INTC decoupled from broader market weakness, signaling sector-specific tailwinds. 10
• Fade today’s gap up in $SPY and $QQQ for an intraday gap fill attempt. [14](https://x.

• Brazilian stocks are breaking out from historical resistance this month, suggesting a deep tie to hard assets and resource-rich emerging markets, contrary to views of isolated moves 1.

• $COP is lagging other oil names, but daily charts look promising. 1
• $URG is breaking out from monthly resistance. 2

• US debt crisis looms: ~26% of federal debt matures within 12 months, nearing the 2020 peak of ~29% when rates were 0%. This signals a potential fiscal pinch amid rising rates 引用[1].

• Trump’s desire for a Fed Chair akin to 1990s Alan Greenspan implies a policy of early rate cuts and late hikes, letting risky assets run. This signals a BTFD environment; those without assets risk being left behind 1.

• The S&P 500 surged +1% after EU tariffs were canceled, validating the effectiveness of the “tariff playbook” 1.