The Thriving Zombie Companies
July 7, 2026 | Sam Rines
There is a case to be made that further advances in efficiency stemming from AI could be more beneficial for some of the Zombies than other companies
There is a case to be made that further advances in efficiency stemming from AI could be more beneficial for some of the Zombies than other companies
YTD, small cap stocks have outperformed large cap stocks by a considerable margin
There were 725 leveraged ETFs listed on U.S. exchanges as of 6/30/2026. This was over double the 345 leveraged ETFs in June 2025
Well. It could have been worse. Inflation is running hot, but not quite as hot as expected. And it was the (for now) usual suspects
Coming into 2026 the market expected the Fed to be cutting rates. That pricing is dead
In May 2026, there were 51,210 news stories that mentioned data centers compared to 25,196 that were related to the housing market
The supply of new-home inventories in the South has continued to dominate compared to the other regions.
As of 4/21/2026, CSIS estimated that the U.S. had approximately 1,085 Patriot missiles, down from a prewar estimate of 2,330