The most consequential week for your portfolio since $SPCX went public starts in six days. $TSLA July 22 — missed estimates four quarters in a row, watch Cybercab and AI returns not EPS. Alphabet $GOOG $GOOGL July 28 — digital ad bellwether. July 29 — Microsoft $MSFT and $META after close on the same day as the Fed rate decision. July was flagged as a live meeting for a potential rate hike. Five catalysts. Eight days. One question — is AI spending generating real returns?
Educational content only. Not financial advice. Always do your own research.
SpaceX $SPCX — 94x revenue. Losing $10 billion a year. Anthropic — 20x revenue. Approaching first profitable quarter. Revenue run rate $47 billion in May. Up from $9 billion in January. Five times growth in five months. Eight of Fortune 10 are customers. October 2026 Nasdaq target. Goldman Sachs $GS JPMorgan $JPM Morgan Stanley $MS leading. Warning — Anthropic has sent cease and desist notices to eight unauthorized pre-IPO platforms. If someone is selling you Anthropic shares before October — be very careful. Own $AMZN? You may already have exposure. Not financial advice.
Prediction markets processed $44.8 billion in June — more than the entire US legal sports betting market. Driven almost entirely by the World Cup. Kalshi daily active users up 36 percent. DraftKings and FanDuel down 36 to 41 percent in the same window. NYSE invested $600 million in Polymarket. Kalshi eyeing $40 billion valuation. Neither is public yet. Robinhood $HOOD owns a stake in Rothera. DraftKings $DKNG launched its own platform. A new financial market is emerging in plain sight.
Educational content only. Not financial advice. Always do your own research.
Fox paid $485 million for 2026 World Cup English rights. Telemundo paid $600 million for Spanish. Over 1 billion dollars combined. Contract expires July 19. Netflix, Disney, Amazon and YouTube are already budgeting $1.5 to $2 billion for 2030 — double to triple what Fox paid. Every major streaming platform is now racing for live sports rights. Because live sports is the one thing subscribers will not cancel their subscription to miss. The companies that win those rights will own the most valuable real estate in streaming.
SpaceX $SPCX IPO price — $135. Four day high — $225. Yesterday's low — $145. Today — $152. Down 35% from peak in 4 weeks. Three catalysts. Federal judge shut down Colossus 2 data center — 45 billion dollar Anthropic contract at risk. Blue Origin raised $10 billion. First earnings August 6 — investors still flying blind. Raymond James Strong Buy. Cathie Wood buying the dip. Morningstar still says overvalued. December lockup expiry is still the date that matters.
Every Ticketmaster fee goes to one company. Live Nation. Revenue $25.2 billion in 2025. Record $6.6 billion in deferred revenue. Wall Street consensus Buy with targets up to 206 dollars. Federal jury found monopoly in April 2026. Stock dropped 6%. Fully recovered. Hit 52 week high. Remedies phase still unresolved — Ticketmaster divestiture remains a tail risk. The consumer hates Live Nation $LYV. The investor has to separate that emotion from the financial reality.
Concert ticket prices rose 41 percent between 2019 and 2024. Before fees. Before resale. The Live Nation $LYV CEO said in 2025 tickets are still too cheap. A federal jury found in April 2026 Live Nation operated as a monopoly — controlling roughly 70 percent of major venue ticketing in the US. Three forces are driving live event prices permanently higher. Scarcity. The experience economy. Monopoly infrastructure. Prices are not going back to where they were. Budget accordingly — or find the experience elsewhere.
World Cup quarterfinal. SoFi Stadium. Los Angeles. Next Friday. We checked Ticketmaster. Cheapest seat right now — $3,858 Three nights in LA plus flights, parking, rideshare, food and the city — $7,000 to 10,000 per person. For one game. Last year 60 percent of Coachella attendees used payment plans for their tickets. The same FOMO is happening here at three times the price. Some moments are priceless. Just make sure it comfortably fits your budget before you make an emotional decision to buy.
FIFA sold 6 million tickets — a record. But 2026 has 104 games vs 64 before. More games, more tickets. Demand per game tells a different story. Atlanta 5,414 unsold. Philadelphia 4,402. Los Angeles 4,230. One group stage game dropped below 100 dollars on resale. 80 percent of US host city hotels below forecast. Kansas City bookings below normal July levels. 65 percent of hotels cited visa barriers as primary cause. FIFA optimized for revenue per ticket. When you raise the price and reduce the audience simultaneously the math stops working. Pricing power without demand is not a strategy. It is a miscalculation.
1994 World Cup final ticket — $475
Adjusted for inflation — $1,069
2026 cheapest final ticket — $4,185
Most expensive seat listed — $11.5 million
FIFA built its own resale marketplace and takes 15% from both buyer and seller on every transaction. The asset gets sold once. The fees get collected every time it moves. New York and New Jersey attorneys general have launched a formal investigation. Dynamic pricing is not inherently wrong. But when one entity controls the supply, the algorithm and the resale market simultaneously — the consumer has no leverage at all.
Anthropic just confidentially filed for an IPO targeting over 1 trillion dollars by October, getting ahead of OpenAI. Here's the part most retail investors don't know — Amazon owns 15 to 20 percent of Anthropic. Amazon's filings valued that stake at over 74 billion dollars in March. After Anthropic's 965 billion dollar valuation, it could now be worth up to 193 billion dollars. If you own $AMZN, you already have exposure to this. Anthropic's revenue run rate hit 47 billion dollars in May, up from 10 billion a year ago, and it's approaching its first profitable quarter. Before chasing the next IPO, check what you already own.
Educational content only. Not financial advice. Always do your own research.
SpaceX $SPCX Day 1. Priced $135. Opened $150. Hit $176. Closed $160.95. Up 19%
Record IPO. But only 4% of shares were available today. 96 percent locked up until December. Within 10 trading days an estimated $30 billion in forced index fund buying hits. xAI division lost $6.36 billion in 2025. First earnings not until November. Patient investors are not watching June 12. They are watching December.
Educational content only. Not financial advice. Always do your own research.
Juan Hernandez welded rockets at SpaceX $SPCX for 28 dollars an hour. Received 10,000 dollars in equity as part of his compensation in 2015. Bought more through payroll deductions for years. Today SpaceX went public. His 6,500 remaining shares are now worth over 1 million dollars. He is one of more than 4,400 SpaceX employees becoming millionaires today. If equity is part of your compensation — treat it like the asset it is. If it isn't — find another vehicle. Start early. Invest consistently. Hold through the noise. Let time do the rest.
Educational content only. Not financial advice.
Kevin Warsh chairs his first FOMC meeting June 16. Rate decision is a near certainty hold. The story is the language. Easing bias under serious threat. Beth Hammack signaled rates may rise as soon as July. BNP Paribas expects the Fed to reverse all three 2025 insurance cuts starting December. Watch for two things June 17 — does the easing bias language get dropped, and does Warsh signal July as a live meeting for a hike. The rate decision is not the event. The words are.
SpaceX $SPCX goes public June 12. Five things every retail investor needs to know before they decide.
- Priced at 1.75 trillion dollars. Lost nearly 10 billion dollars in 2025 and Q1 2026 combined. 94 times revenue. Morningstar calls it significantly overvalued.
- Goldman Sachs is being paid to sell it — and writing the projections.
- Fidelity cut minimums from 500,000 dollars to 2,000 dollars. They have a lot of shares to fill.
- Anti-flipping rules lock you in for 15 to 30 days. You cannot exit if it drops day one.
- Insider lockup expires December 2026. That is when the real price gets discovered.
Nobody is betting against Elon. But price matters.
Not financial advice. Do your own research.
The Big Short showed you who saw the 2008 crisis coming. Inside Job shows you why nobody stopped it. Regulatory capture. The revolving door between Wall Street and Washington created a system where the people writing the rules had a direct financial interest in keeping those rules weak. In 2005 economist Raghuram Rajan warned the world's most powerful central bankers. He was publicly ridiculed. Three years later everything he warned about happened. Always ask who the regulator works for.
Landman is the most watched original in Paramount Plus history. The character Tommy Norris explains oil pricing better than most economists. Above 60 dollars a barrel drilling is profitable. Above 90 dollars everything in America reprices. The Permian Basin went from 568 active rigs in 2014 to just 117 in 2020. When you invest in a commodity business you are investing in a cycle. Know where you are in that cycle before you buy.
Suits became one of the most watched shows on Netflix in 2023. Buried inside every season is a masterclass in real corporate deal making. Hostile takeovers. Poison pills. White knights. Three concepts that directly affect your portfolio when they happen in the real world. In 2012 Netflix used a poison pill against Carl Icahn. The pill was never triggered. The threat alone was enough. The M&A lesson every investor needs to hear.