A couple monday thoughts:
1) The bad guys are cheering for a stock market collapse, but this doesn't feel like there's a structural crisis. It feels like higher interest rates have served their purpose. Expensive stuff doesn't keep getting more expensive forever and cheap stuff doesn't stay cheap. The business cycle is undefeated, gravity is real and that's OK.
2) The rapid escalation between Iran and Israel is alarming and we passengers, not the driver. An air war is a real possibility and if it happens will cause untold human suffering, in addition to impacting our politics in unpredictable ways. Hope for peace.
3) The VP pick has been entertainment, but the truth is that the options are all good provided there aren't massively problematic facts about the choice that the Harris team isn't aware of.
4) I continue to believe that the 6-7% of the population who will decide this election will begin to move and coalesce as a group across all 6 battleground states (and the rest of the country) in one direction or the other by late September, meaning that there will be a clear winner with 300+ EVs on election day, by midnight on the East Coast.