5 thoughts I had while chatting with smart finance podcasters 💬

Plus a charted review of the macro crosscurrents 🔀

📈The stock market rallied to all-time highs last week, with the S&P 500 setting an intraday high of 6,284.65 and a closing high of 6,279.35 on Friday. The index is now up 6.8% year to date. For more on how the market moves, read: Stocks usually look past geopolitical events 🫣

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Writing TKer is a process. I first catch up on news and research, and I see …