End of Ukraine war? National Debt & Credit Card - News and my thoughts from the past week (21Jul25)
News and my thoughts from the past week (21Jul25)
The US national debt is set to hit $51 TRILLION by 2032, if NOT SOONER. That would be DOUBLE the value seen in 2020. The federal debt is rising in a STRAIGHT line. The government continues to spend like a drunken sailor - X user Global Markets Investor.
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Will this end the Ukraine conflict?
US SET TO IMPOSE 93.5% TARIFF ON BATTERY MATERIAL FROM CHINA - X user Walter Bloomberg
The thing better than Bitcoin is Bitcoin without leverage.
There is an important discussion to be had, one whose answer may well be far from the simple conclusion many are inclined to rush towards: By refusing to resign a post that expires in May 2026, is Federal Reserve Chair Jerome Powell genuinely defending the central bank's independence or, conversely, exposing it to greater threats? - X user Mohamed A. El-Erian
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Inflation in America has reached about 25% since January 2020. Have we experienced a similar income increment?
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The 30-year Treasury yield is once again trading above the 5.0% mark. It is nearing its highest level since 2007. Rising government spending and potential tax cuts are fueling global volatility in long-term sovereign bond yields.
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US June CPI hits 2.7% YoY. Any more rate cuts?
20% of the lowest-income Americans' credit card debt was seriously delinquent in Q1 2025, the highest share in 14 YEARS. Nationwide, ~13% of credit card debt was past due 90+ days, the highest since 2011 - X user Global Markets Investor
Is the Japanese government bond market IMPLODING?! Japan's 30-year government bond yield is trading at 3.15%, just 5 basis points below its highest level since its debut in 1999. Japan's 40-year yield is at 3.52%, 18 basis points below its record. It is ALL about Japan. - X user Global Markets Investor
The share of Americans aged 40–49 with a payment past due jumped from 21.3% in Q1 2020 to 28.4% in Q1 2025. For 50–59, it rose from 21.4% to 25.9%, and for 60+, from 19.8% to 25.0%. A pullback in consumer spending is likely coming. - X user Global Markets Investor
Mom-and-pop investors' top holdings are NVIDIA, Apple, and Tesla of $472 billion, $284 billion, and $256 billion, respectively. Individual investors hold over $1 TRILLION in just 3 stocks. - X user Global Markets Investor
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- SiliconTracker·07-20TOPRetail holding $NVDA $AAPL $TSLA concentration risk alarming1Report
- CarterSilas·07-20TOPThe rising debt and credit card delinquencies are concerning.1Report
- glitzii·07-20TOPIncredible insights! Always impressed! [Wow]1Report
