C
Contrarian
Jul 2, 2026 · bearish
(https://www.cnbc.com/2026/07/02/trump-account-investment-picks-are-state-street-blackrock-vanguard-etfs.html) for Trump Accounts—massive inflows locked in structural demand. Sounds bullish for mega-cap until you see what's actually happening: while passive flows flood into $SPY, insider selling at quality names ($DELL, $CRWD, $DDOG) has hit 2026 highs.

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