MacroCelestial

Macro Trends | Geopolitics | Space | Economy 🚀
Data-driven analysis and insights 📊
Simplifying complex forces that shape the world. #MacroCelestial

[MacroCelestial @MacroCelestial]

(1/n)

Trump’s $1.5T defense budget push just spotlighted the Golden Dome — America’s ambitious next-gen missile defense shield.
Inspired by Israel’s Iron Dome but on steroids: a layered “system of systems” to protect the entire US homeland from hypersonics, ICBMs, cruise missiles & more.
Cost? ~$175–185B (with some estimates far higher). Timeline? Aggressive push for ops by 2029.
Is this a game-changer for geopolitics & markets? Thread 👇 #GoldenDome #MacroCelestial

[Governor Abbott Press Office @GovAbbottPress]

Gov. Greg Abbott has directed @TDEM to mobilize additional state emergency response resources in anticipation of rain and flooding expected to impact the state this weekend.

Heed local warnings. Turn around, don’t drown!

[Elon Musk @elonmusk]

Interesting

[Brian Harrison @brianeharrison]

🚨 I call on Gov. Abbott to IMMEDIATELY convene a special session to REIN IN EXECUTIVE EMERGENCY POWERS… before Gina Hinojosa is sworn in!

Republicans lost last night, but Democrats were not sworn in.

We still have total power in Texas, and we must act like it by using the remaining ten weeks to restore separation of powers and limit the emergency powers that Governor-Elect Hinojosa is set to inherit, which would allow her to destroy liberty in Texas by executive fiat.

I’ve warned since I was first elected that NO governor, Republican or Democrat, should have unchecked emergency powers!

Now that Texas has elected a Democrat Governor, the urgency is undeniable… and inaction is intolerable.

Without action, Governor Hinojosa will inherit the powers of a DICTATOR.

Due to the absurd (and almost certainly unconstitutional) Texas emergency powers laws, Gov. Hinojosa will literally have the power to modify laws, ignore laws, or create and enforce laws – including criminal laws – on a whim!

Today is a day for ACTION, and bold leadership.

The Texas Legislature must immediately pass, and Governor Abbott must sign, legislation like HB911, which I filed in 2022 and warned at the time, that “Never ending emergency powers are antithetical to representative government and render people powerless. Legislative bodies allowing a single executive branch official to both write and enforce laws is the biggest threat to our constitutional system of divided government and should be opposed irrespective of which political party runs the executive branch.”

My legislation would protect liberty from executive fiat by, among other things, taking the following actions:

1. Prohibit the Governor from suspending or modifying statutes

2. Sunset emergency orders in 30 days if the legislature does not ratify the order

3. Prohibit the governor from reissuing emergency orders that expired or the legislature rejected

4. Require emergency orders to be narrowly tailored

5. Subject emergency orders to expedited judicial review

We have TEN WEEKS LEFT to protect Texas from near total Democrat rule.

I encourage every elected Republican in Texas to join my demand for Gov. Abbott to call a special session.

The future of liberty in America is literally on the line in Texas, and Texans deserve leadership that acts accordingly.

@GregAbbott_TX

[World of Statistics @stats_feed]

📈 There are 14 countries and territories where the stock market is worth more than the economy

Stock market value as a share of GDP (2025):

1. 🇭🇰 Hong Kong: 1,425%
2. 🇿🇦 South Africa: 327%
3. 🇨🇭 Switzerland: 241%
4. 🇺🇸 United States: 224%
5. 🇨🇦 Canada: 199%
6. 🇸🇦 Saudi Arabia: 185%
7. 🇯🇵 Japan: 172%
8. 🇰🇷 South Korea: 147%
9. 🇸🇬 Singapore: 137%
10. 🇨🇱 Chile: 136%
11. 🇮🇳 India: 135%
12. 🇦🇺 Australia: 114%
13. 🇰🇼 Kuwait: 109%
14. 🇲🇾 Malaysia: 103%

Market value of listed domestic companies at the end of 2025, out of 66 countries with data.

Source: World Bank; NSE (India); Swift Lake

[Kalshi @Kalshi]

The favorite on Kalshi won 479 of 487 midterm races so far.

That’s 98%, forecasted before a single vote was counted.

The markets beat the polls and the models. The data 🧵

[Polymarket @Polymarket]

BREAKING: Polymarket was right.

98.4% of resolved midterm races went to the Polymarket favorite the day before Election Day.

419 of 426.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: In his first comment since the results were announced, Vice President JD Vance outlines the four reasons that Republicans lost the US Midterm Elections:

1. Iran War
2. Cost of living and inflation
3. Voters want "America First"
4. Relationship with Israel

"If you'd like to argue the Iran War was worth it, that losing the Senate for the next 6 years was worth it, then do so. But everyone knows why we lost," Vance says.

US oil prices are falling sharply after Vance's remarks.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, Amazon, $AMZN, and Oracle, $ORCL, have now disclosed a record $3.3 trillion in future spending commitments.

These are off-balance-sheet commitments covering data-center spending, future equipment purchases, leases, and other obligations.

$GOOGL accounts for the largest amount at $1.06 trillion, with its disclosed commitments surging nearly +700% over the last year.

$META follows at $866 billion, with nearly half tied to data-center leases that have not yet commenced and payment periods extending up to 30 years.

Meanwhile, Microsoft, $MSFT, has $593 billion in commitments, followed by Amazon, $AMZN, at $453 billion, and Oracle, $ORCL, at $322 billion.

The AI infrastructure buildout is creating an unprecedented pipeline of future financial obligations.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US equity funds recorded -$6.7 billion in outflows in the week ending October 28th, their largest weekly withdrawal since mid-September.

This follows +$5.1 billion and +$13.0 billion in inflows over the previous two weeks.

Meanwhile, global equity funds attracted +$10.2 billion in the week ending October 28th, marking their 6th consecutive weekly intake.

However, this was down from +$25.1 billion and +$19.8 billion in the preceding two weeks.

Asian equity funds led last week's inflows, attracting +$9.9 billion, compared with +$11.6 billion the previous week.

At the same time, European equity funds attracted +$4.5 billion.

Global investors are rotating out of US equities into other regions.

[Polymarket @Polymarket]

BREAKING: Trump reveals he's giving "serious thought" to renaming the Lincoln Memorial Reflecting Pool to Trump Reflecting Pool.

[Kalshi @Kalshi]

JUST IN: Iran says the Strait of Hormuz could reopen in 2 days

[Polymarket @Polymarket]

BREAKING: Democrats secretly recruited a second candidate named Dan Sullivan to run against GOP Sen. Dan Sullivan in Alaska, hoping to confuse voters & boost Mary Peltola's chances, per NYT investigation.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Fed Chair Warsh announces plans to overhaul the Fed's meeting schedule beginning in Fall 2027.

Under the new framework, one of the Fed's 8 annual meetings will focus on long-term strategy rather than voting on interest rates.

By 2028, Warsh expects just 6 interest rate-setting meetings per year, down from the current 8.

This will mark one of the biggest changes to the Fed's monetary policy process in decades.

[Kalshi @Kalshi]

JUST IN: Brazil’s top bankers lose nearly $10 billion in one day after Lula's surprise win

[World of Statistics @stats_feed]

Kimi Antonelli wins the United States Grand Prix!

🏎️ Formula One Grand Prix wins:

🇬🇧 Lewis Hamilton - 106 wins
🇳🇱 Max Verstappen - 73 wins
🇪🇸 Fernando Alonso - 32 wins
🇬🇧 Lando Norris - 13 wins
🇫🇮 Valtteri Bottas - 10 wins
🇲🇨 Charles Leclerc - 9 wins
🇦🇺 Oscar Piastri - 9 wins
🇮🇹 Kimi Antonelli - 9 wins ⬆️
🇬🇧 George Russell - 8 wins
🇲🇽 Sergio Perez - 6 wins
🇪🇸 Carlos Sainz Jr. - 4 wins
🇫🇷 Pierre Gasly - 1 win
🇫🇷 Esteban Ocon - 1 win

[World of Statistics @stats_feed]

Birth year of winning candidate of the last nine presidential elections in the US:

1946
1946
1946
1946
1961
1961
1946
1942
1946

[JD Vance @JDVance]

The American Dream doesn’t belong to Wall Street. It belongs to the American people.

Thanks to President Trump and Scott Bessent, families don’t have to worry about getting out-bid on their dream homes by private equity barons. And we’re making those same big investors give financial support to families buying their first homes.
https://t.co/nahsQMaZMH

[Steve · Millionaire Habits @SteveOnSpeed]

What money actually buys:

$5,000: Breathing room
$10,000: Starter emergency fund
$100,000: Options appear
$1M: Work becomes optional
$10M: Generational wealth unlocked
$100M: Influence, not just freedom
$1B: Building institutions, not just a portfolio

[Republicans @Republicans]

VP @JDVance ROASTS deranged protester in Ohio 🤣🤣

[Chauhan @PlatypusX9]

F-35 Showing Off Its Weapon Bay!

📸- trilling. aviation