Welcome Back,
Hi there
Good morning! In today’s issue, we’ll dig into the all of the latest moves and highlight what they mean for you right now. Along the way, you’ll find insights you can put to work immediately
Stock Market Debriefing
The equity markets gave us a rotation-heavy, surprisingly resilient week:
Index Performance
Dow Jones: Strongest performer of the week with big value-sector contributions.
S&P 500: Slight but steady gains.
Nasdaq: Weakest index, pressured by profit-taking in AI and semiconductors.
Russell 2000: Outperformed as small caps rode renewed risk appetite.
VIX: Fell sharply, marking the lowest volatility readings in weeks.
Sector & Company Highlights
Oracle tanked double digits after its earnings call raised concerns about AI infrastructure spending margins.
Financials surged — Visa, JPMorgan, and insurers delivered standout gains.
Healthcare rebounded strongly, led by UnitedHealth.
Tech megacaps were mixed: MSFT modestly higher, META softer, NVDA and MU volatile.
Theme:
Investors rotated toward quality value, financials, and defensive growth, while trimming exposure to crowded tech trades.
Crypto Debriefing
Crypto delivered a see-saw week but ended on a decisive upswing:
Bitcoin hovered around the low $90Ks, ending the week modestly higher.
Ethereum climbed back above $3,250, recovering from midweek dips.
Solana, XRP, and BNB posted moderate gains, while smaller altcoins traded choppier.
Institutions continued rolling out crypto index products and structured investment vehicles, signaling increased mainstream adoption.
Narrative of the week:
No mania, no meltdown—just calm accumulation. Crypto remains in a consolidation phase near cycle highs, with strong institutional undercurrents.
Real Estate Debriefing
Here’s what shaped the property markets this week:
Mortgage rates continued drifting lower, sitting in the mid-6% range, their best levels in months. This is giving both buyers and investors a bit more flexibility.
National rents remained flat, with oversupplied Sun Belt markets seeing mild year-over-year declines, while Midwest and Northeast cities held steady.
Office remains mixed: U.S. metro vacancies stayed elevated, but European financial districts reported stronger leasing activity and tightening premium space—highlighting just how localized office recovery is.
Investor tone shifted cautiously optimistic, especially in residential rentals, as financing conditions ease and cap rates stabilize.
Bottom line: Better borrowing conditions + steady rents = a more predictable investment environment, especially for long-term residential strategies.
Resource Debriefing
A powerful week for metals, and a rough week for energy:
Precious Metals
Gold: Jumped to around $4,298/oz, +1%+ this week as markets price in rate cuts.
Silver: Continued its breakout, up nearly +3% and reaching fresh highs.
Platinum & Palladium: Both moved higher, rising between +1% and +2%.
Metals remain the strongest performing asset group of the month.
Energy
Oil prices slipped again, with WTI and Brent both down ~1% on the week.
Natural gas dropped sharply, driven by warm weather and high inventories.
Takeaway:
Investors are shifting toward “safety + scarcity” assets (metals) and away from “global growth” assets (oil, gas).
That’s All For Today
I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another great post. I hope to see you. 🤙
— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.
Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.
