Records, Rates, and a Side of Geopolitics: Wall Street is acting like nothing can go wrong, which is usually when something gets creative.
Friday ended with records. Monday opened with oil, geopolitics, and a reminder that the market may have gotten ahead of itself. Today’s episode covers the live setup for the week ahead: stocks pulling back from highs, mortgage rates, housing weakness, fresh M&A, data-center financing, policy watch, and the hot sales idea of the day. Plus a quiet nod to SIMERP and GRO GROUP’s ability to support complex projects with structured capital solutions, including up to 100% financing for data centers, solar farms, oil and gas, and ground-up development.
Until tomorrow, be the best human you can be.
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The skinny
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