Last week was the worst week for Nasdaq since mid-April with sentiment and earnings data unpleasant. Investors, both small and large, chose not to show up, leading to lower consumer sentiment. Affluent segments show strong margins and AI is improving productivity. Interest rates going down could improve borrowing but housing access remains restricted for many. It's a tale of two cities.

Yes, waiting for more info. Meanwhile, we are taking advantage of uncertainty by buying gold, palladium, and silver. Gold buying is catalyzed by distrust in U.S. government, concerns about national treasuries, alienation from U.S., and a declining dollar.