MacroHint

[MacroHint @MacroHint]

⚡️ NextEra’s Dominion deal isn’t just a utility merger — it’s a massive bet that AI’s biggest bottleneck will be electricity 🤖🔌🏭

https://t.co/MUB7CvELB7
#ai #trump #iran

[Rock Bottom Entries @RockBtmEntries]

Bottoms in for silver & the miners.

[Barchart @Barchart]

U.S. Debt now exceeds 100% of GDP for the first time since World War 2 🤯👀

[unusual_whales @unusual_whales]

More than 360,000 margin accounts were forced into liquidation in Korea, per Citi.

62% of those wiped out were reportedly under the age of 35.

[Leo @Leooweb3]

Real 😂

[Financial Post @financialpost]

Gold declined ahead of a potentially divisive decision on U.S. interest rates, while a pause in hostilities soothed inflation fears. Read on https://t.co/7rpmJKvD2c

[Mike Investing @MrMikeInvesting]

Donald Trump has gone undefeated in the stock market, & has been literally telling you what to buy.

So far he’s called:
$INTC at $19 & ran +594%
$DELL at $230 & ran +96%
$NOW at $81 & ran +59%

He’s now calling:
$USAR at $14
$MP at $41
$ALOY at $7

“I’ll tell you how to make money, do magnets”

Don’t miss out again…

[Barchart @Barchart]

30-Year Mortgage Rate is at its highest level in 12 months 📈 🏡

[Gary Bohm @GaryBohm5]

THE LAST TIME GOLD SPENT THIS LONG BELOW ITS 200-DAY MOVING AVERAGE WAS 2022: What Happened Next Was a 3.5-Year Spectacular Rally & why History Is About to Repeat! https://t.co/eT7I7JEr9j

[Barchart @Barchart]

U.S. Treasury just bought back $2 Billion of their own debt 🚨 🚨

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Dow Jones Industrial Average extends losses to -800 points on the day as chip stocks fall, rate hike odds rise, and President Trump vows to strike Iran.

[Cassandra Unchained @michaeljburry]

My whole life, none have pressured me more than myself.

[Barchart @Barchart]

The cost of protecting Nvidia's $NVDA debt against default soared by the largest amount in history 🚨 🚨

[FXHedge @Fxhedgers]

FORECLOSURES ON THE RISE NATIONWIDE, DATA SHOWS

With home prices around the United States nearing record highs, a new data analysis shows that foreclosure filings nationwide have spiked as well.

Nationwide, foreclosure filings spiked 21% in the first six months of 2026 compared to the same time last year, according to an analysis of ATTOM data by ABC News and ABC Owned Television Stations. Compared to this time in 2024, they are up 28%, according to the data.

Full article:
https://t.co/uiOSwQujVn

[SilverTrade @silvertrade]

🎇"WE ARE IN THE EARLY STAGES OF A LONG-TERM BULL MARKET FOR GOLD!" -John Paulson

Billionaire Hedge Fund Manager John Paulson famously orchestrated "the greatest trade ever"- a massive, $20 billion bet against the US subprime mortgage market prior to the 2008 GFC.

🔥The legendary Hedge Fund Manager just told CNBC that at $4,000/oz, we are ONLY IN THE EARLY STAGES of a LONG-TERM BULL MARKET FOR GOLD‼️

John Paulson is not some fringe perma gold-bug.
When one of the most successful MAINSTREAM INVESTORS maintains that gold's move from $1,800 to $5,600 is JUST THE BEGINNING of a LONG-TERM SECULAR BULL & is positioning himself in gold stocks, you just may want to pay attention...
https://t.co/M994NYStge

[MINING.COM @mining]

US debt could drive gold to $6,000, analyst says https://t.co/cdCnDHqtxv

[NoLimit @NoLimitGains]

Interesting

[The Kobeissi Letter @KobeissiLetter]

We need more power.

Data center power demand in the US is projected to surge +253% from 2026 levels, to a record 194 gigawatts by 2035.

One gigawatt is roughly equivalent to the capacity of a single traditional nuclear reactor.

As a result, data centers are expected to account for ~20% of US electricity consumption by 2035, up from ~6% today.

To put this into perspective, data centers are estimated to consume ~12% of US electricity by 2030.

Much of this growth is concentrated in a handful of grid regions, such as PJM, which serves the District of Columbia and 13 states, including Virginia, Pennsylvania, and Ohio.

Electricity is the next AI bottleneck.

[Barchart @Barchart]

$TLT is only 3% away from its lowest price in history 🚨 🚨

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Net credit balances fell -$70 billion in June, to a record -$1.06 trillion.

This metric tracks how much margin debt investors carry relative to the cash in their brokerage accounts.

Since the 2022 bear market, this figure has more than quadrupled.

This comes as margin debt has surged +$895 billion over this period, to a record $1.50 trillion.

By comparison, throughout the 2008 Financial Crisis, the net credit balance remained positive, meaning investors held more cash than margin debt amid widespread deleveraging and a flight to safety.

Investor risk appetite is at unprecedented levels.

[Michael Burry Stock Tracker ♟ @burrytracker]

Just In: "Fear" has returned to the Stock Market