Investing Outlook: Strength, Surprises and the Road Ahead

Published on July 3, 2026

Today’s market backdrop reflects a tension between expectations and reality. Despite higher oil prices and plenty of geopolitical noise, the US economy remains resilient and durable, supported by steady consumer spending, a labor market finding its footing, ongoing fiscal support and a surge in AI and infrastructure investment.

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Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks

July 3, 2026
At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context.

A Deep Dive: Does Government Job Data Reflect Reality?

July 3, 2026
One should always take government data with a grain of salt. But if we aren’t going to reject it outright (if we do, we have nothing at all to go on), we should at least analyze it with a microscope. The headlines touted by your mainstream pundits almost always miss the real story.