@charliebilello The interesting question isn’t just ‘is the Shiller P/E high?’ it’s what earnings growth, rates, and productivity would have to look like for this valuation to be justified. High valuations can persist, but the assumptions behind them matter.
Hundreds of thousands of Americans just lost reliable access to running water.
Puerto Rico started rotating 48-hour shutoffs.
Here’s the simple breakdown of what’s happening
The government declared an emergency. Water trucks are being deployed, but officials don’t know how long rationing will last. Dry conditions are expected to continue. Residents are storing water wherever they can.
@Polymarket Large-scale North Korean deployments to Russia are more than extra soldiers.
They turn the war into a practical classroom for modern combat experience and technology transfer.
@zerohedge A claimed strike on a major Aramco refinery is more than a local fire. It shows how conflict near critical energy sites can still move markets with limited effort.
@zerohedge AI panic is ramping up with talk of designed viruses and digital telepathy. The cycle of hype and fear is familiar, actual capabilities usually lag the extremes.
@zerohedge EU economy was larger than the US in 2008.
Now it’s about 70% the size.
Slower growth + energy shocks + a stronger dollar explain most of the shift.
@unusual_whales Classic Burry approach: ignore the growth story and focus on the liabilities that sit outside the main balance sheet.
That’s where he believes the real vulnerability is.
@axios July jobs report: -23,000 payrolls (big miss).
Unemployment dipped to 4.1%.
Private sector held up better than the headline; government education and retail drove the decline.
Cooling, but not collapsing.
@coinbureau Trump: “Crypto is a big deal” and more people are paying with Bitcoin, “they don’t even know about cash anymore.”
Clear signal that the payment narrative is still being pushed at the highest level.
Adoption in everyday spending remains limited, but the political support is real.
@Cointelegraph BNB Chain secures ISO 27001 + ISO 27701 certifications from the UK’s BSI.
One covers information security, the other privacy management.
A meaningful credibility boost in a space that still needs it.
Experts say if the oil route stays more open, gas could keep drifting lower in the coming weeks. But prices remain sensitive to any new tension. Watch your local pump - the national number doesn’t tell the full story in every state.
Your gas bill is still high - but something just shifted.
National average is around $4.06 a gallon.
Here’s the simple update on what’s happening with prices:
Why it matters:
• Lower oil usually means cheaper gas at the pump
• Cheaper fuel can ease prices for food and deliveries
• Still much higher than a year ago for many drivers
• Any setback in the Middle East could push prices back up fast
@KobeissiLetter Silver jumping +12% this week toward $65 while gold hits an 8-week high near $4,400.
Silver is moving faster — typical when industrial + investment demand both kick in.
Precious metals are heating up again.