Part 4 of 5 - News from the past week (08Jun2026)

News and my thoughts from the past week (08Jun2026)

India’s fertility rate has fallen below replacement for the first time in the country’s history, declining from a TFR of 2.3 to 1.9 in just a decade. Delhi’s fertility rate now sits at 1.2, lower than Finland’s. - AF Post

President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

Iran announces it is ending all negotiations with the US and vows to "completely" block the Strait of Hormuz, per CNBC. Iran says it is ending negotiations due to repeated ceasefire violations, including Israeli strikes in Lebanon. Iran also threatens to block the Bab el-Mandeb Strait. - X user the Kobeissi Letter

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

$ProShares Ultra VIX Short-Term Futures ETF(UVXY)$

$SPDR S&P 500 ETF Trust(SPY)$

Market Crashes, Price in Rate Hikes? When to Start Picking up Chips?

US chip companies lost roughly $1.3 trillion in market cap in one day. The crash is essentially "crowded AI hardware trade + interest rate repricing + overstretched semiconductor expectations." Friday's non-farm payrolls delivered another blow: 172,000 new jobs added in May, clearly beating expectations, unemployment rate holding at 4.3%, hourly wages up 3.4%yoy. Rate-cut expectations back down. On top of this, the SpaceX IPO will siphon off hundreds of billions in liquidity. With this crash, will you panic and head for the exit, or treat it as a chance to get on board?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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