Investing IINsights (Weekly Email — Audio Edition): Rates are climbing, supply chains are getting squeezed again, and earnings are revealing a K-shaped economy in real time.

This week’s headlines might feel quiet—but the downstream effects aren’t. We break down what higher Treasury yields and mortgage rates can mean for consumers and businesses, why geopolitical disruption can create months of supply-chain pressure, and how companies like Walmart and Target can reflect two completely different economic realities happening at the same time.

We also cover Nvidia’s latest earnings and what it suggests about where we actually are in the AI cycle (hint: “bubble behavior” doesn’t usually look like this).

Then we shift into the actionable section:

• Top 5 IINvestments  ...