|
Swan Dive — July 30, 2025 A Tsunami WarningAddison Wiggin Overnight, the Pacific Rim stirred: a magnitude-8.8 earthquake struck Russia’s Far East — the strongest globally since 2011. Four-foot tsunami waves reached Hawaii, and tremors were felt as far as California, where emergency alerts briefly jolted residents awake. 📣 Replay Available: Urgent Investor SummitYesterday, we hosted an urgent investor summit ahead of the Federal Reserve’s decision and Powell’s press conference today at 2 p.m. If you missed it, a replay is now available. We covered Powell’s high-wire act, the debt tsunami, and how to brace for what’s next. Click here. 🌊 A Wave of Debt Is Upon Us Just as seismologists track ocean waves for signs of destruction, we’re tracking an even more dangerous swell: The U.S. government must roll over $722 billion in debt this week alone. New debt issuance by the U.S. Treasury in the first two days of this week alone (Source: Wolf Street) Not all of it adds to the national debt (some replaces maturing securities), but much of it will pad deficits and refill the Treasury General Account at the New York Fed. Since the debt ceiling was lifted in early July, total government debt has surged $519 billion, to $36.73 trillion. If Treasury forecasts hold, we’ll end the year at $37.8 trillion. The river of debt has become a flood. Biden's $38 Billion Monthly MistakeRumors say Biden let 19 million DEAD people steal Social Security money. The rumors speculate $38 billion of taxpayer money goes to people who've been dead for years. If true, that's 4.5 times bigger than the Enron scandal! 📉 Markets Wobble Ahead of the Fed U.S. equity futures struggled for traction this morning, with the S&P 500 pulling back from record highs. Trump’s trade blitz continues — India may soon face a 20–25% tariff, although details remain scarce. Meanwhile, the U.S. and China resumed tariff ceasefire talks in Stockholm. 🏥 Great Society Echoes and the Road to Ruin On this day in 1965, President Lyndon B. Johnson signed Medicare into law. With Harry Truman at his side, LBJ touted the program as a bold leap toward his Great Society. 💊 Novo Nordisk Steps on the Scale Novo Nordisk plummeted 21% after slashing its full-year forecast. The culprit? Weaker U.S. sales of its top drugs, Ozempic and Wegovy, and increased competition from Eli Lilly, whose Zepbound now leads in prescriptions. 📉 Shrinking Birth Rates, Growing Dynasties Birth rates across the developed world are tanking — 1.59 in the U.S., and just 1.38 in Europe. But for billionaires, it’s boom time. Elon Musk has 14 kids, Pavel Durov claims over 100 heirs via donation, and Bernard Arnault’s brood runs the LVMH empire. 📱 Smartphone Shift: India Overtakes China For the first time ever, India is now the No. 1 exporter of smartphones to the U.S., thanks largely to Apple’s quiet shift away from Chinese factories. India accounted for 44% of U.S. smartphone imports last quarter, up from 13% the year before. 📊 The Data Deluge Continues The next 48 hours may decide whether this summer rally ends with fireworks or a fizzle. 🩻 Robinhood Rides the Meme Wave Robinhood shares are up 400% in the past year, and it reports earnings tomorrow. Analysts are skeptical of the valuation—but retail trading remains white-hot, and Robinhood’s peers just posted record quarters. 📉 Margin Debt and Consumer Strain Margin debt just hit a record $1.01 trillion, jumping $87 billion in June alone—the largest monthly increase in history. That surpasses the peaks seen before both the dotcom bust and the 2008 crisis. Relative to M2 money supply, it’s the highest since 2018. Risk appetite is off the charts. P.S. In our investor’s summit replay, you’ll learn how to play any volatility caused by the tsunami effect caused by record retail investor highs in stock market and an increasingly unstable debt picture stemming from the nation’s capital. (Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.) |
Sent to: indra21poetra@gmail.com |

Tidak ada komentar:
Posting Komentar