To The Moon

News and my thoughts from the past week (14Jul25)

The S&P500 does not represent the American economy. It represents some of the top American companies who have global footprint - revenue and presence. Just like the tent cities do not represent America?

Housing Defaults have skyrocketed – X user Bravos Research

US government debt market COLLAPSE has begun. This has MASSIVE implications for the economy. – X user Bravos Research

SALESFORCE CEO: “CHINA’S BUILDING A NUCLEAR PLANT A DAY - BUT IT’S SOLAR” 93GW in May 2025 alone... that's the energy equivalent of building 3 nuclear plants per day. Let that sink in. Salesforce CEO, Marc Benioff: “They’re adding clean energy so fast, it’s like one nuclear power plant a day… just through solar. It makes you step back and ask: how are we going to power the next generation of intelligence?” It’s not just about renewables. It’s about the infrastructure for AI, for industry, for planet-scale computing. And right now? Beijing’s running laps while the West debates permitting. Source: AI for Good Conference Geneva

The US yield curve has now been positive for 11 MONTHS: The difference between 10-year and 2-year Treasury yields has sharply risen over the last 2 years In the past, once the yield curve turned sharply positive, the US economy was in a recession. Are we in a recession? – X user Global Markets Investor

AMAZON PRIME DAY SALES DROPPED 41% ON THE FIRST DAY OF THE FOUR-DAY EVENT, SIGNALING COLLAPSING CONSUMER SPENDING

Trump has issued new tariffs:

• 20% on the Philippines

• 25% on Brunei

• 25% on Moldova

• 25% on Japan

• 25% on South Korea

• 25% on Malaysia

• 25% on Tunisia

• 25% on Kazakhstan

• 30% on Algeria

• 30% on Iraq

• 30% on Libya

• 30% on Bosnia and Herzegovina

• 30% on South Africa

• 32% on Indonesia

• 35% on Bangladesh

• 35% on Serbia

• 36% on Thailand

• 36% on Cambodia

• 40% on Myanmar

• 40% on Laos

President Trump says the U.S. will be sending more weapons to Ukraine. This is leaving some of the MAGA base confused.

@TigerStars

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