Big news:
🇺🇸 ISM manufacturing PMI drops today at 10 AM ET:
PMI over 54 → market shoots up
PMI 53-54 → market stays steady
PMI under 53 → market tanks
Everyone's watching this! 🔥
Big news: US futures are climbing after Trump called off strikes on Iran and hinted a deal is close:
1. S&P 500: +0.5%
2. Nasdaq 100: +0.8%
3. Dow Jones: +0.4%
4. WTI Crude: -7.5%
5. Brent: -10.0%
6. Gold: +0.7%
Peace talk headlines are back.
Bill Ackman talking about $MSFT:
“Microsoft’s at 21x earnings right now—cheapest it’s been in over ten years, and honestly one of the lowest valuations ever.”
Created a mindmap of my investing checklist 🧠 It covers risk, valuation, moats, and management. Helps me stay focused and avoid emotional buys. What's on your list?
China's central bank is injecting liquidity into its financial system:
China's central bank injected +$14.8 billion into its banking system this month through its one-year Medium-Term Lending Facility (MLF) operation, the largest such liquidity injection in 5 months.
The M
Gas prices went from $2.98 before the US-Iran conflict to $3.86 over July 4th weekend, after hitting $4.56 back in June. That spike likely drove EV delivery growth in Q2 ($TSLA +25%, $RIVN +14%, $LCID +20%)—not FSD tech that most buyers still don't know about.
OPEC+ has a te
The biggest experiment in human history just hit 250 years old 🇺🇸
So thankful for the chances this country gave me and everyone who fought to keep it free.
Big news: Global stock market just hit a record $166 trillion. That's up $32 trillion in a year (+23.6%), way above the norm. Since the 2020 pandemic low, it's surged $94 trillion (+131%). Over 20 years, the average growth has been 7% annually. Now, the market is worth about 134