Nobody walked into this week expecting a bargain, but the final number still surprises you when you see it on the window.

Dividend yield reflects what a company paid; price-to-book what it owns. Neither captures what it can do next.

Highlights from the week of May 29 – June 4, 2026.

Last week, America got good news and immediately pulled a hamstring celebrating it. The May jobs report blew through expectations on Friday—great for the economy, bad for anyone holding bonds. Tech stocks, which had been having a perfectly good week, heard the news and spent the afternoon having a very public breakdown.

The disinflationary story of 2025 was going well. Prices were falling, central banks softening, and the path back to the Fed’s 2% inflation target looked less like a forecast and more like an actual plan. People were starting to believe it—which, in retrospect, was the tell.

Government-backed mortgage bonds have outperformed during some of the market’s worst quarters. Here’s how they work and what their track record has historically meant for investors seeking diversification.

Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

Last week, America’s collective mood remained somewhere between “mildly irritated” and “aggressively clipping coupons.”

The retirement income conversation belongs in your DC practice. Lead it before someone else does.

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