To The Moon

My Investing Muse (27Jul2026) Layoffs, closures and Delinquencies (by Gemini & Grok) Key corporate and market stress signals (week of ~July 20, 2026): Major Layoffs British American Tobacco: ~9,000 roles (~20% of non-US workforce). Microsoft: ~4,800 global positions. Telefónica Germany: up to 1,100 roles (~16%). Verizon: ~3,000 affected (mostly store transfers + corporate cuts). Samsung: 800+ U.S. roles affected (many relocation offers). Entain: 500 positions. Closures/Restructuring Metro (Singapore): exiting Paragon and Causeway Point stores. Volkswagen: cutting model lines by up to 50% and reviewing European plants. Bankruptcies U.S. larger corporates: S&P reports 372 filings YTD—a 16-year high, led by industrial, consumer, and healthcare. Small businesses: Subchapter V filings u

News and my thoughts from the past week (27Jul2026) META $12 billion bond offer comes in at 7.6% on “weak demand”. So much pain coming to Oracle. On Monday, whose bonds are rapidly selling off at 7.9% to 8.1% while Meta was around 6.7%. - X user Roger Will this save Oracle? Are people leaving a sinking ship in BlackRock? JUST IN: OpenAI caught one of its AI agents leaving instructions for future versions to escape internal controls. - X user Watcher Guru Nike is planning to cut off thousands of online distributors in China beginning in January as the sneaker giant looks to clean up what’s become a messy digital marketplace and get the region back to growth, the company said Tuesday. Starting next year, Nike’s online footprint will shift primarily to the retailer’s official website and app,

Market Outlook of S&P500 (27Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 just completed a crossover and is on a downtrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 200-day (MA200) moving average but below the 50-day (MA50) moving average. This pattern indicates a bullish shift in both the long term and bearish in the short term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. We had some issues with the charts from both Yahoo Finance and Investing. Pardon missing the other indicators like Chaikin Money Flow (CMF) and the Exponential

Earnings Calendar (27Jul2026) This week features several major earnings releases, including Baker Hughes, PayPal, Coca-Cola, Boeing, UPS, Visa, Apple, Amazon, ExxonMobil, Moderna, and Chevron. We begin with UPS. Here is how UPS earnings serve as an economic reference (Google): UPS is a reliable economic bellwether because its logistics network handles about 6% of U.S. GDP and 3% of global GDP. By moving raw materials, finished goods, and e-commerce orders, its earnings offer a timely snapshot of broad economic health.Rising package volumes and express shipping suggest stronger business investment, retail activity, and consumer confidence. Falling volumes or a shift to cheaper delivery options can signal tighter spending, inventory slowdowns, and economic. UPS Valuation and M

Economic Preview: Key Data Releases (week of 27Jul2026) Consumption and Consumer Sentiment June’s Durable Goods orders are forecast to rise by 1.6%, a notable improvement from the previous reading of -4.5%. This rebound is a positive indicator for consumption and suggests stronger demand momentum. The CB Consumer Confidence reading for July is forecast at 92.1. This points to weaker consumer confidence and lower market optimism, which may influence future consumption patterns. Energy Demand Indicator Crude oil inventories remain an important reference point for assessing producer expectations and future consumption. If inventories come in above expectations, it may suggest stronger supply conditions; if they fall below expectations, it could point to firmer demand.

Economic Preview: Key Data Releases (week of 27Jul2026) Consumption and Consumer Sentiment June’s Durable Goods orders are forecast to rise by 1.6%, a notable improvement from the previous reading of -4.5%. This rebound is a positive indicator for consumption and suggests stronger demand momentum. The CB Consumer Confidence reading for July is forecast at 92.1. This points to weaker consumer confidence and lower market optimism, which may influence future consumption patterns. Energy Demand Indicator Crude oil inventories remain an important reference point for assessing producer expectations and future consumption. If inventories come in above expectations, it may suggest stronger supply conditions; if they fall below expectations, it could point to firmer demand. Federal Reserve Interest

We can offer sympathy, but will the market offer mercy? Remember to hedge.

My Investing Muse (20Jul2026) Layoffs, closures and Delinquencies GOOGLE WORKERS ARE BRACING FOR LAYOFFS. 4,500 signed a petition demanding guaranteed severance and an end to performance quotas. 100+ rallied at HQ to deliver it to CEO Sundar Pichai. 4 in 10 tech workers now say they fear being laid off within a year. - X user Layoff Hedge "Millions of Americans want jobs but can't find them, and the number now exceeds the Great Financial Crisis," per Benzinga The total number of job cuts attributed to AI are 87,714 2026, per Challenger and Gray. This is 22% of all 2026 layoffs. - X user Unusual Whale "Midsize companies that employ millions of workers are now shedding jobs and relocating overseas to cut costs," per WSJ Summary of news (compiled by Gemini) The week starting July 13, 2026, sa

News and my thoughts from the past week (20Jul2026) Meta is having a moment... again. Facebook, Instagram, and Messenger are glitching for users around the world, with desktop Facebook logins failing and Instagram throwing up “something went wrong” messages. The apps appear to be working for some people, so this isn’t a total blackout, just enough chaos to make everyone wonder whether they’ve been hacked. Nope. Meta is simply falling apart again. Source: The Independent / Writer: Ian The US is spending $50 billion on data center construction, exceeding the combined spending on airports, ports, and mass transit, per Bloomberg. "We replaced Salesforce with a vibe-coded CRM built for our own workflows. The custom system integrated our AI agents more effectively, worked better for the team, an

Market Outlook of S&P500 (20Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 just completed a crossover and is on a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.16, indicating that the market has more buying momentum than selling momentum. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above 200-day (MA200) moving average but just cut the 50-day (MA50) moving average. This pattern indicates a bullish shift in both the long term and a probable trend change in the short term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. E