173 - The Data Says Expansion But Earnings Say Stress | IINsights

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 stuckHow data centers and power infrastructure are carrying constructionWhat rising continuing claims say about the labor marketWhy rate cuts may still happen even if the data does not fully justify themHow Lululemon, Five Below, Kohl’s, and Best Buy show the consumer downgrade in real timeWhy utilities, infrastructure, necessities, and high-margin companies matter in this environmentThis week’s Top 5 IINvestments going ex-dividendPortfolio updates, including OTEX, RNTY, YRAM, FOXY Cleopatra, and STKIf you like weekly market breakdowns with a dividend-income lens—and you want the version that looks past the “everything is fine” headline—this is your IINsights drop.Where You Can Subscribe To Our Weekly UpdatesEmail SubscriptionSubstack Newsletter SubscriptionLinkedIn Newsletter SubscriptionLeave a comment:On this episode's Youtube Video_________________________________________________________________________________DISCLAIMER Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.Episode music was created using Loudly.