📌 X Insight Update[x_fin] (2026/06/29 02:23)
- US equities look structurally detached from the real economy: since 1995, the US stock market is up 1301%, while the economy is up only 306%. That gap frames the market as increasingly liquidity/multiple-driven rather than GDP-linked. [1](https://x.
📌 X Insight Update[x_fin] (2026/06/24 23:35)
- Oil is unwinding the war-risk premium as ships restart Strait of Hormuz crossings and US/Iran talks look less hostile. The harder read-through: gold and silver are getting hit because the market is repricing renewed rate-hike risk, not just de-escalation. [1](https://x.