The Most Bullish Setup Ever?

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👋 ICYMI

Markets are charging ahead—drawing strength from CPI relief, investor optimism around rate cuts, and renewed interest across sectors.

🔁 Market Movers

• 🚀Dow Briefly Hits New High on UnitedHealth Pop
  The Dow briefly touched record territory on Friday as UnitedHealth $UNH ( ▲ 1.47% ) shares surged 12%, buoyed by Berkshire Hathaway’s $BRK.B ( ▲ 0.28% ) large stake. Healthcare led gains amid a rally across the S&P 500’s defense and consumer segments.

• 📝CPI Print Sparks Rally
  July’s CPI came in slightly cooler than expected at 2.7% YoY, igniting a strong rally in tech and financial sectors. Markets now price a 94% chance of a September Fed rate cut, lifting stocks across the board.

• 🌎Global Markets Amped on Liquid Strategy Shift
  Financial markets surged globally as inflation steadied and positive sentiments around Fed easing emerged. Latin American currencies, like the real and peso, rallied on strong carry trades.

👀 Signals I’m Watching

• 🪙 ETF Flows Punch Above Weight
  U.S. spot Bitcoin ETFs pulled in $547M last week—led by IBIT—marking strong institutional crypto appetite but highlighting concentrated demand in a single issuer.

• 🛍️Consumer Spending Still Chugging Along
  Retail sales rose a solid 0.5% in July, reinforcing consumer resilience. Retail and discretionary ETFs continue showing strength.

• 🪨 BlackRock Calls It — “Most Bullish Investing Environment Ever”
  BlackRock’s CIO Rick Rieder dubbed the current stock market setup “the most bullish investing environment ever,” pointing to strong technicals, near-record corporate buybacks, and $7 trillion in dry powder waiting to flow into markets.

• 💰Retail Is Still Buying—Expecting a Massive H2 Buying Wave
  JPMorgan projects $500 billion more in retail investor purchases by year-end. With approximately $270 billion already bought in H1—especially in tech—this could help fuel another 5–10% lift in stock prices before 2025 closes.

⚠️ Red Flag to Note

Momentum is strong—but with markets pricing rate cuts so aggressively, any hiccup in upcoming Fed or inflation data could cause sharp reversals.

🔍 Insider Transactions I’m Watching

→Forward this table to the friend who always copies insider trades

🚀IPO Watch

• 🐂Bullish $BLSH ( ▼ 8.87% )  Debuts with a Bang

  Peter Thiel–backed crypto exchange Bullish went public on the NYSE at $37 per share and debuted at about $90, reaching $118 at its high before settling near $68. The IPO raised $1.1 billion, valuing the company at around $10 billion.

📅 Looking Ahead: New Candidates on Deck

• 🎨Canva Heads Toward IPO Next Year
  Company insiders and bankers expect a 2026 debut, capitalizing on AI-enhanced creative demand.

• 👷Legence (LGN) – Engineering Services IPO

  Blackstone-backed $BX ( ▼ 1.4% ) Legence filed for a Nasdaq IPO under the ticker “LGN”, with Goldman Sachs $GS ( ▲ 0.03% ) and Jefferies leading the book. Revenue for H1 2025 rose to $1.10 billion, up from $989.6 million a year ago, though net loss widened to $26.5 million. With exposure to energy efficiency and infrastructure upgrades, the IPO could attract ESG-focused investors.

• 📍Via Transportation Files to Go Public

  Transit-tech firm Via Transportation, last valued at $3.5B in 2023, has filed to list on the NYSE under “VIA.” The company operates mobility-as-a-service platforms for cities and transit agencies, with contracts in 35+ countries. Revenue grew more than 30% last year, highlighting growing demand for public transit digitization.

📬 Closing Note

From CPI-fueled rally to strategic insider plays and ETF surges — the edge belongs to those who dig deeper than headlines.

Know someone still skimming headlines? Hit forward—and let them sip smarter.