Here's what is happening in the markets today, Monday, July 1st

- S&P has a great first half of the year

- Is NVDA too big for the S&P 500?

- Roaring Kitty buys Chewy (CHWY)?

- Yields surprise rally

- Boeing (BA) buys Spirit Aerosystems (SPR)

PLUS: New WTF trades and what happened to our HAL and IWM positions from last week?

This wraps up today's stock market news.

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