Jerry Robinson (FollowtheMoney.com)

Founder. Macro strategist. Financial educator. Thought leader in long-term investing and economic trends.
Author

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

America's national debt just hit $40 trillion, but the biggest warning is the rising cost of financing it.

In this episode, Jerry examines what persistently high long-term rates could mean for mortgages, businesses, stocks, government finances, and American households.

Then, in our Market Insights segment, Jerry examines the S&P 500 as it sits near record highs with record corporate profit margins, but increasingly stretched market breadth.

He also discusses the weakening U.S. dollar, improving gold prices, record-high copper, oil and the depleted Strategic Petroleum Reserve, plus his outlook for Bitcoin and Ethereum heading toward October.

Title: The $40 Trillion Warning
Host: Jerry Robinson (Investor, Author)

Episode Outline
00:00 Introduction
02:40 Segment 1: The $40 Trillion Warning
20:40 Segment 2: Market Insights on Stocks, Gold, Bitcoin, & More
36:00 The Final Word - Concluding Thoughts

➡️ Download the full mp3 podcast episode here: https://t.co/InenPpuc1J

➡️ View full show notes here: https://t.co/e8nS8dz3su

➡️ Listen on Spotify here: https://t.co/8cGJ6rBSWk

➡️ Listen on Youtube here: https://t.co/6qZdlq214i

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

Mind the September Stock Slump

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

Bitcoin $80K

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

Ether $2,500

[Carl Quintanilla @carlquintanilla]

“.. more than 1,000 securities trades in June, including significant purchases of Berkshire Hathaway Inc., Visa Inc., Mastercard Inc. and Cintas Corp., ..”

@fortune $BRK $V $MA $PLTR
https://t.co/1gQbVg9nmF

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

🚨YTD % gains across 10 major markets as of Friday's close

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

@odeliaenergy The Ministry keeps spending more Galleons than it collects, so it borrows the difference.

Unfortunately, there’s no Debtus Disappearus spell. 🪄

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

🚨 US NATIONAL DEBT HITS $40,000,000,000,000

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

In this members-only webcast, Jerry Robinson shares two new sell alerts on long-term winners at all-time highs.

He also highlights ten new ETF position uptrend signals and discusses the implications of rising bond yields both in U.S. and around the globe.

LINK: https://t.co/AatFihqQLZ

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

🚨YTD % gains across 10 major markets as of Friday's close

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

FUN FACT: The US National Debt has risen $3,700,000,000,000.00 over the last 13 months.

[Charlie Bilello @charliebilello]

Washington’s budget strategy:

Raise the debt ceiling.
Keep spending.
Run massive deficits.
Repeat.

Result: The national debt is up $3.7 trillion in 13 months.

[Patrick De Haan @GasBuddyGuy]

BREAKING: the national average is now at its highest ever level this late in the calendar year, according to GasBuddy data. Meaning the national average has never been above $4/gal after Aug. 12 in any previous year- ever.

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

📽️ In this new members-only webcast, Jerry Robinson shares two new sell alerts after locking in triple-digit gains on major long-term winners.

He also highlights four new ETF position uptrends, scores eight long-term holdings following a big earnings week, and discusses the latest jobs and inflation data and a key currency warning investors should watch in the Japanese yen.

Members can watch the full video replay here: https://t.co/xncOk0cIUO

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

Who's surprised?

[USA TODAY @USATODAY]

A new GAO report reveals the Department of Government Efficiency overstated savings and misled the public. https://t.co/WECIMaXay2

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

The U.S. Treasury needs to borrow billions more from investors this quarter than it assumed earlier.

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

America’s national debt is approaching $40 trillion.

Washington is spending roughly $7.4 trillion a year with no pandemic, no depression and no declared world war.

America is not broke.
Our priorities are broken.

You cannot control Washington’s balance sheet.

But you can control your own.

Title: America's Permanent Emergency
Host: Jerry Robinson (Investor, Author)

Episode Outline
00:00 Introduction
02:35 Segment 1: America's Permanent Emergency
24:30 Segment 2: Stocks, Gold, & Your Financial Plan
39:20 The Final Word - Concluding Thoughts

➡️ Download the full mp3 podcast episode here: https://t.co/ZyiQZSNzDP

➡️ View full show notes here: https://t.co/V7gUhUJcMH

➡️ Listen on Spotify here: https://t.co/u7gEvIw35m

➡️ Listen on Youtube here: https://t.co/VjBwgdSKu7

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

🛢️U.S. only has 43-day emergency buffer of crude oil left as SPR hits 45-year low

[Polymarket @Polymarket]

JUST IN: Apple received an estimated $2,200,000,000.00 tariff refund this quarter.

[Kalshi @Kalshi]

JUST IN: Amazon got $640 million in tariff refunds

[Jerry Robinson (FollowtheMoney.com) @FTMDaily]

🚨YTD % gains across 10 major markets as of Friday's close