Just got a surprise payment from my freelance writing gig! Wasn't expecting it till next week, received it at 7am this morning. Made this week's coffee money 5x over.
#renters
https://t.co/U8K8LcOIlw
Been a week for those 'ageing like fine wine' players so far...
🇨🇻 Vozinha (40yrs) - 7 saves, 1.45xG prevented vs 🇪🇸
🇮🇷 Ramin Rezaeian (36yrs) - 1 goal, 1 assist vs 🇳🇿
🇦🇷 Lionel Messi (38yrs) - hat-trick 🎩 vs 🇩🇿
🇦�� Marko Arnautovic (37yrs) - 1 goal vs 🇯🇴
#WorldCup
🚨 WARNING: TOMORROW MAY CHANGE HOW INVESTORS SEE AI FOREVER
Read this before buying stocks.
Three AI and space giants are going public at the same time with a combined valuation of $4 trillion:
SpaceX. OpenAI. Anthropic.
And most people still don’t understand what it means.
1. The biggest liquidity event ever
SpaceX just became the largest IPO in history.
$75 billion raised. $2.2T valuation.
OpenAI has already filed a confidential S-1 and is targeting a valuation of $1 trillion.
Anthropic is also moving toward a public listing at the same valuation.
That means almost $4 trillion in AI and space valuation is trying to enter the public market simultaneously.
And that money has to come from somewhere.
2. The S&P 500 is now more concentrated than most people understand.
Mag 7 and AI-related stocks make up roughly one-third of the entire index:
Nvidia. Microsoft. Google. Amazon. Meta. Apple. Tesla.
And now the largest private companies on earth are coming for the same pool of capital.
Funds do not magically create hundreds of billions in new money overnight.
They dump the market. Take profits. Free up cash.
That means the first stocks under pressure are usually the stocks that worked the best:
Nvidia. Microsoft. Google. Amazon.
The same names holding the S&P 500 together.
3. At the peak of every major market bubble, capital gets trapped in a small group of “can’t lose” companies.
The Roaring Twenties had them.
Japan’s 1980s bubble had them.
The Dot-Com Bubble had them.
Every time, investors said the same thing:
“These companies are different.” “They are too important to fall.”
Then the market broke.
Today, capital concentration in tech is once again at historical extremes.
And crowded markets do not need bad news to fall.
They only need liquidity to leave.
4. After an IPO, early investors finally get a way out.
Venture funds. Employees. Private investors. Insiders.
They can lock in profits after years of private buying.
Companies go public when public markets are willing to pay the highest price.
During the Dot-Com era, even the best companies were destroyed after the insider IPO sell-off:
Amazon: -95%
Microsoft: -65%
Intel: -80%
Oracle: -80%
Yahoo: -97%
Now the same setup is back.
And this is how the bubble feeds itself:
First, the winners carry the index. Then giants go public.
Funds sell the old winners to chase the new ones.
Insiders get liquidity.
Retail is left holding the dream.
Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.
The next call will be even more important.
When I exit the markets completely, I’ll post it here publicly like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
Last Friday, I had the privilege of sharing practical insights on smart budgeting, saving, and investment strategies at the annual retreat of the Ushering unit of the Daystar Christian Centre @DaystarNG
Beyond serving faithfully in their unit, they gained a deeper understanding of how stewarding their personal finances wisely is also a great way to honour the financial resources God entrusted to them.
I asked the participants a pertinent question - ‘Apart from your Spiritual life, what other part of your life do you think is the most important and why?’ The responses were quite insightful. I’d like to know your thoughts too, please share in the comments 👇🏼
Join the Thrivers Circle through the link below to get access to insights and resources to help you build wealth and thrive intentionally. ✨
https://t.co/uvY7jfD61o
#SmartMoneyMoves #WealthBuilding #FinancialStewardship #BudgetingTips #ThriversCircle
Not a single Trump's policy has addressed the systemic problems associated with high medical and drug costs.
Trump promised to provide a new healthcare plan "two weeks" from now... EIGHT YEARS AGO.
But no such plan has been delivered and Republicans continue to obstruct all Democrat backed healthcare related proposals.
With "Trump RX" for instance, many of these prices were already competitive to begin with. Trump RX just redirects you to pre existing drug discount programs. It serves no cost cutting purpose!
But more important, all Trump has done is helped to increase the costs of other drugs not included in these program.
And now Trump's tariffs on pharmaceuticals will only compound these problems while the American people pay the costs that get passed down to them.
You see, for Trump, it's not about addressing the systemic issues. It's about short term gimmicks over long term solutions.
Meanwhile, Trump and Republicans are providing massive tax breaks and incentives for corporations and rich people. And they're paying for it by slashing funding for HEALTHCARE.
Instead of addressing healthcare and affordability concerns, Trump and his administration have politicizing medical science.
The government has already reversed decades worth of scientific research and advancements in medicine and vaccines.
Health outcomes are going to worsen because Trump has chosen to defund public health agencies and research into deadly infectious diseases, cancer, diabetes, AIDS/HIV, Alzheimer's, heart disease, mental health disorders, Parkinson's and the list goes on...
Ironically, one of the largest demographics that benefitted from the ACA was Republicans and Trump supporters living in rural areas around the country.
And now they're seeing their premiums rise substantially thanks to Trump.
According to polls, most Americans wanted to see ACA subsidies extended.
A vast majority of these ACA enrollees blame the Republican Party for rising healthcare costs
I'm still waiting for the Trump healthcare plan...
Republicans want to lock in massive cuts to healthcare and deprive millions of coverage while prioritizing the corporate interests of the healthcare industry.
Universally privatizing healthcare only leads to more profit seeking and denied claims, exploding premiums and healthcare costs, hospital shutdowns, unequal access to services and less accessibility to care for low-income individuals and families, and among other things, a lot more dead poor people.
I actually think there couldn’t be a better match up for Sen Ossoff! He should shellac him! Get out and vote blue, regardless of the odds! Flood those voting booths!
@Tyler_E_Harris@BigVanKael i totally get that feeling like you're just going through the motions some days. it's like your brain is just trying to autopilot and you're just along for the ride.