Phil Rosen
@philrosenn
I write Opening Bell Daily, an industry-leading data newsletter documenting the story of the stock market and economy. 185K+ subs. Also on Bloomberg Terminals.
Bitcoin just hit a new all-time high. But the world isn't paying attention yet.

Every Magnificent 7 stock is up +19% since Liberation Day except Apple, which is negative. $NVDA +56% $MSFT +33% $TSLA +22% $META +22% $GOOG +20% $AMZN +19% $APPL -5%

The Magnificent 7 has fractured from a unified investment theme into a basket of winners and losers. This becomes clear when you see each stock's returns over 12 months, year-to-date, and since Liberation Day.



The S&P 500 has now closed above its 20-day moving average for 61 days in a row. Best streak since 1998 and only seen 4 other times in 50 years. It's still a bull market. Great data from @RyanDetrick

At least one policymaker will vote against Powell at the next Fed meeting. Fed Governor Waller just made the case for an immediate rate cut, saying inflation keeps cooling and the jobs market isn't as strong as people think. More on his plan to dissent👇 openingbelldailynews.com/p/economic-out…

The question Elon Musk asks in interviews: "Tell me about some of the most difficult problems you worked on and how you solved them." (h/t @zfellows)

Good branding is invisible when it’s done right. It’s hard to notice when details fit together, but that’s the point. I’ve worked hard to do that with our daily newsletter. It isn’t perfect yet but I’m proud of how far we’ve come in the last year. When visuals, voice and…

Unemployment has skyrocketed for college-educated men far more than women. Men with a degree now face the same unemployment rate as men without one. Great data from @jburnmurdoch.

Buying stocks at all-time highs leads to better returns compared to buying at any other time over the last 75 years. (h/t @mattcerminaro @ReadOpeningBell)

S&P 500 another record high. How could you bet against the relentlessness of America's biggest and most innovative companies.

BLOOMBERG: TRUMP WILL LIKELY FIRE JEROME POWELL SOON, WHITE HOUSE OFFICIAL SAYS
