Kirk's Opportunities: July 7, 2026

A few things worth sharing

As markets continue their consolidation ahead of the start of earnings season, there were a few things that caught my attention today. Enjoy!

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These were only 5 of the 13 notes I posted today. See the rest!

“Investing well is getting comfortable with being uncomfortable. You know you’ve accomplished this when you see down as good, up as simply better.”

Jonathan Clements