| | Good morning — here's what actually matters today. | The "easy trade" is breaking. Amazon has plunged 17% in five days, signaling that the Mag 7 trade is finally exhausted. At the same time, President Trump just confirmed a $2,000 "Tariff Dividend" for mid-2026 — a move that could ignite a new wave of inflation just as the labor market weakens. The setup for 2026 is becoming clear: Volatility in Tech, Inflation in Cash, and Disruption in Labor. |
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| π Amazon Plunges 17% on AI Cost Doubts | | Amazon shares have dropped nearly 17% from November highs, driven by analyst downgrades questioning the ROI of massive AI capital expenditures. The smart money is already moving: Hedge funds liquidated tech stocks at the fastest pace in 12 months last week, exiting chips and software. While the giants stall, small-cap AI disruptors (like C3.ai) are gaining traction. The rotation is real — capital is fleeing "expensive" growth for "overlooked" value. |
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| | | | (Sponsored by STANSBERRY RESEARCH) | If you're chasing Nvidia, Amazon, or Palantir right now, I've got one word for you: Stop. | Because according to legendary investor Whitney Tilson, AI mania is about to leave millions of investors holding the bag. | Whitney just went public with one of his most controversial predictions in years: "The AI boom is real... but the next wave of gains won't come from where everyone expects." | | Instead, he believes a stealthy, little-known stock is about to blow past Nvidia in a way few investors see coming. It's the same system that just flagged this unusual AI stock with a 94 out of 100 rating... one of the highest scores ever recorded. | Click here to see the name and ticker of this company. | |
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| | πΈ Trump Reiterates $2,000 Tariff Rebates Mid-2026 | | President Trump has doubled down on his "Tariff Dividend," confirming on Truth Social that a payment of $2,000 per person will be rolled out by mid-2026. He claims tariffs have generated "trillions" to fund the payout, but markets are reacting with fear. The DXY (Dollar Index) dipped toward 99.60 today as traders priced in the inflationary shock of a $600 billion+ annual stimulus injection. Government handouts are returning, and purchasing power is the likely casualty. |
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| | | | (Sponsored by American Hartford Gold) | Donald Trump just did it again. | | At a rally, he confirmed his Rebate Stimulus Plan — but it's not just about sending out checks. Behind closed doors, Trump's team is pushing a strategic wealth‑protection move that could matter far more than a one‑time payment. | Why now? ✅ Skyrocketing inflation ✅ A weakening dollar ✅ Markets spinning out | This isn't just a "bonus" — it's a chance to shield your savings from what's coming. | Get your FREE 2025 Gold Protection Guide now. | |
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| | π€ AI Triggers 10K+ Monthly Job Cuts in 2025 | | The white-collar recession is accelerating. Goldman Sachs forecasts a 4% headcount drop next year, with 80% of cuts targeting customer support roles via automation. The Tech sector has already announced 89,000 cuts YTD (up 36% YoY), with over 10,000 job losses in July alone explicitly tied to AI. The math is brutal: At the current pace, roughly 12,400 jobs are being automated daily across the admin and IT sectors. |
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| | | | (Sponsored by Porter & Co) | This is causing a lot of controversy… | It's a new documentary called The Final Displacement. And a lot of Americans would prefer this exposΓ© never saw the light of day. | | Because it exposes how an unstoppable force is about to destroy millions of Americans financially (Goldman Sachs estimates 12,400 daily) while generating millions of dollars for others… | >>> Click play to stream The Final Displacement at no cost <<< | |
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| | π§ What This Means | Investors: The Amazon drop confirms that valuation matters again. The "buy anything with AI in the name" strategy is dead. You must own the next winner, not the last winner. Households: A $2,000 check sounds nice, but if it devalues the dollar (DXY < 99.00), the cost of living will likely rise by more than the handout covers. The Workforce: If you work in a role that involves "processing data" or "answering queries," your job is now effectively competing with a $20/month software subscription.
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| | π Insight | We are entering a paradoxical economy: Corporate Deflation (AI lowering costs by firing people) meets Monetary Inflation (Government printing checks to support those people). The result? High asset prices, low job security, and a volatile dollar. |
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| | POLL — Which of these 3 threats concerns you most right now? | |
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