This week’s episode is all about the split economy hiding underneath the headline numbers.

We look at where money is still being spent, where it's drying up, and how that affects your investing strategy.

In this episode, we cover:

• Why residential construction is still stuck
• How data centers and power infrastructure are carrying construction
• What rising continuing claims say about the labor market
• Why rate cuts may still happen even if the data does not fully justify them
• How Lululemon, Five Below, Kohl’s, and Best Buy show the consumer downgrade in real time
• Why utilities, infrastructure, necessities, and high-margin companies matter in this environment
• This week’s Top 5 IINvestments going ex-dividend
• Portfolio updates, including OTEX, RNTY, YRAM, FOXY Cleopatra, and S ...