And welcome back to Street Tweets from The Street Sheet!

Spotify’s (SPOT) got a new competitor. Or, rather, an old one.

Americans bought 16.3M CDs in the first half of 2026, a 16% jump on last year.

Here is the part that breaks the brain: roughly half of Gen Z and Millennial buyers do not own a CD player. They want the case, the artwork, and the receipt that tells an artist thank you.

Best Buy (BBY) cleared discs off its shelves back in 2018, then Spotify made playback free, so CD’s are effectively no longer a product. But they are quietly becoming in-demand memorabilia, creeping up on Vinyl’s 21.8M units.

Forget Limewire. In the streaming era, some Americans don’t just want to own music. They actually want to buy it.

— Brooks & Cas

President Trump blockaded the Strait of Hormuz on Monday, and the tape wore it. Oil jumped 9% and the Nasdaq closed the week down 2.90%. The losses overshadowed CPI, PPI, and jobless claims that all beat the Street, while odds of a Fed hold this month ran to 85%.

Next week, earnings will command the headlines. Alphabet (GOOGL), Tesla (TSLA), and IBM (IBM) report Wednesday, then Intel (INTC) Thursday, and NextEra (NEE) Friday. But the print that matters the most might actually be Thursday's unemployment claims. It’s the Fed's last labor read before the July 29 meeting.

Here's the call Street Sheet Strategies members are sitting with this weekend:

The market's best compounders are cheaper relative to the market than they've been in a decade.

That's from the July letters of Street Sheet Strategies, the three professionally managed portfolios we delivered to founding members yesterday…

And now we’ve opened it to our entire list.

Those names — and every other holding, weighting, and reasoning behind each — are revealed the moment you subscribe. Learn them this weekend and start Monday ahead of the tape.

Backed by a 90-day money-back guarantee.

The raw headcount tops 2009…

But it could be because the labor force itself is millions bigger than it was in 2009.

The same window that set the KOSPI vol record also produced the run at 7,000.

Nobody files a complaint about variance on the way up.

It sent shockwaves through the US chipmaker market last week, and led to margin calls for more than 3% of South Korean adults.

On the other hand, it might just be the ideal time to buy the dip on Netflix (NFLX)…

Here's everything that unlocks the moment you join Street Sheet Strategies:

The inaugural letters. The owner's manual for each portfolio: the full framework, position by position, and the if/then playbook for what happens as conditions change.

The July updates. A fresh letter from the managers' desk for each strategy, every month, with the current regime read and the watchlist.

Full holdings and weightings. Every name, every weight, every framework score. Nothing held back, nothing blurred out.

Intra-month alerts. When something material moves, you hear about it when it happens. And when nothing does, silence. We won't email you just because the market had a Tuesday.

All of it built and monitored daily by a fiduciary firm with the same credentials and track records we screen for in every high-conviction stock ideas shared in our publications, running the same process they use for their private clients.

Backed by a 90-day money-back guarantee.

The full tweet may be cut off in your inbox, so here’s the TL;DR:

Ice cream shops lose some 20% of their business when the weather drops below 70° F.

So these small-business owners use prediction markets to bet on the weather and hedge against cold spells.

The strategy is currently covering some 43% of their rent.

That’s the type of emergent investing strategy we could only dream of.

When pub crawls make it into official Federal Reserve releases, is it a recession indicator or the most bullish signal imaginable?