Vintage watches you can get for ~$5k:
— 1950s/ 60s JLC Memovox. Useful alarm complication!
— IWC + Porsche Design compass watch. Nice 1980s vibe, but bracelet can be a bit fiddly
— Universal Genéve Polerouter. Genta design; handsome lugs
— Rolex 16030. Tasteful and versatile
Everyone watches whether earnings estimates are rising. We're watching how fast. The pace of S&P 500 EPS revisions is actually accelerating, a good sign for a bull market facing headline risk. More in today's Market Memo (10/6/2026):