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  • 2025 July


    Asia E-commerce Impacting Air Cargo

    Asia E-commerce Impacting Air Cargo

    Asian e-commerce (Shein, Temu) significantly impacts global air cargo. Shipments from China to the US rose from 5% in 2018 to 55% in 2023, influencing airline operations and US Customs handling of de minimis deliveries.


    States Push Back on ‘Woke Investing’: ESG Under Scrutiny

    States Push Back on ‘Woke Investing’: ESG Under Scrutiny

    21 states warn major financial firms like BlackRock & JPMorgan to drop 'woke investing' focused on ESG goals or risk losing business. States demand fiduciary duty over political agendas like net-zero mandates.


    Nvidia (NVDA): AI Market Reality Check & ETF Strategies

    Nvidia (NVDA): AI Market Reality Check & ETF Strategies

    Nvidia (NVDA) faces AI market reality. Stargate project issues highlight potential AI buzz vs. substance. Direxion ETFs offer short-term bull/bear strategies. NVDA stock performance and AI challenges analyzed.


    Trump Accounts: Early Investment for Future Millionaires

    Trump Accounts: Early Investment for Future Millionaires

    Trump Accounts initiative: $1,000 government-seeded investment accounts for newborns. Additional contributions may lead to substantial wealth accumulation, mirroring a 'Begin Young' strategy.


    Trump’s EU Trade Deal: Market’s Muted Reaction & Trade Uncertainty

    Trump’s EU Trade Deal: Market’s Muted Reaction & Trade Uncertainty

    Trump's EU trade deal, featuring a 15% toll & EU investment, failed to excite the market. Investors are focused on Big Tech earnings & Fed policy amid ongoing trade uncertainty with China, Canada & Mexico.


    Bama Tea’s IPO Journey: Regulatory Hurdles & Expansion

    Bama Tea’s IPO Journey: Regulatory Hurdles & Expansion

    Bama Tea Co. faces challenges in its Hong Kong IPO despite regulatory approval. Concerns over quality control, franchisee management, and reliance on outsourcing shadow its expansion plans. It had revenue of 2.12 billion yuan in 2023.


    Pahlavi’s Iran Leadership Bid: Opposition & Unification

    Pahlavi’s Iran Leadership Bid: Opposition & Unification

    Pahlavi aims to lead Iran towards freedom if the Islamic Republic falls. A platform for citizens to join the 'national war' is launching. Doubts persist about unifying the opposition. Iran's political future hangs in the balance.


    FEMA Funds Detention Centers: Immigration Policy Impact

    FEMA Funds Detention Centers: Immigration Policy Impact

    FEMA to distribute $608M for state immigrant detention centers, echoing Trump's policies. JPMorgan CEO Dimon warns of financial vulnerabilities. Program aims to bolster detention capacity, impacting private prison operators.


    Palantir Technologies: Analyst Ratings, Growth & Expert Insights

    Palantir Technologies: Analyst Ratings, Growth & Expert Insights

    Analysis of Palantir Technologies (PLTR): expert ratings, financial health (debt-to-equity), revenue growth (39.34%), and price targets. Insights into analyst activities and market perceptions.


    Epstein’s Finances: Senate Demands Investigation & Trump’s Reaction

    Epstein’s Finances: Senate Demands Investigation & Trump’s Reaction

    Senator Wyden urges investigation into Epstein's finances ($1.1B+ transfers), involving banks like JP Morgan Chase. Trump dismisses it as 'Epstein Hoax'. Russian banks involved in sex trafficking payments.


    Adhishthana Cycle: Analyzing Enphase Power’s Performance

    Adhishthana Cycle: Analyzing Enphase Power’s Performance

    Analyzing Enphase Power (ENPH) through the Adhishthana framework. Understanding the impact of Guna Triads and Buddhi relocation on its 18-Phase cycle, revealing reasons for its underperformance. Avoid the stock for now.


    Palihapitiya’s S&P Index Trade & Tech Giants

    Palihapitiya’s S&P Index Trade & Tech Giants

    Palihapitiya's lucrative S&P Index trade involved shorting 'Mag7'. He advocates leverage and invested early in Bitcoin and SPACs. 'Spectacular 7' tech giants significantly impact the market.


    ETF Share Classes: Revolutionizing the U.S. Fund Industry

    ETF Share Classes: Revolutionizing the U.S. Fund Industry

    ETF share classes may revolutionize the U.S. fund industry, offering cost savings, tax benefits, and new fund design opportunities. Major asset managers are poised to launch ETF share classes if regulations change.


    Dividend Yields: Impact of Price & Payout Changes

    Dividend Yields: Impact of Price & Payout Changes

    Dividend yield fluctuates with stock price and dividend payouts. Increased stock price lowers yield; higher dividends increase it. Example with 3M's 1.85% yield and investment needed for specific income goals.


    Ethereum (ETH) Breakout: Stablecoins & Wall Street Convergence

    Ethereum (ETH) Breakout: Stablecoins & Wall Street Convergence

    Tom Lee predicts a significant Ethereum breakout fueled by stablecoins and Wall Street's increasing adoption for tokenizing real-world assets. ETH gains 22% monthly.


    Trump’s Russia Tariff Threat Mocked by Economist

    Trump’s Russia Tariff Threat Mocked by Economist

    Economist Justin Wolfers mocks Trump's threat of 100% tariffs on Russia if a Ukraine peace deal isn't reached, citing existing US sanctions rendering the tariff pointless. Russia-Ukraine dispute.


    Nio’s Onvo L90 Launch: Price, Specs, and Market Impact

    Nio’s Onvo L90 Launch: Price, Specs, and Market Impact

    Nio launched the Onvo L90 SUV, starting at RMB 279,900. Morgan Stanley reiterated a Buy rating, expecting the launch to be a catalyst. Nio shares rallied. Second-quarter sales expectations are $2.69B-$2.77B.


    Musk’s X Corp: Merging Tesla, SpaceX & xAI for AI Domination?

    Musk’s X Corp: Merging Tesla, SpaceX & xAI for AI Domination?

    Chamath Palihapitiya suggests merging Tesla, SpaceX, and xAI into a unified entity focused on AI. This could create a transformative force spanning physical, digital, and extraterrestrial domains, leveraging 'industrial reasoning'.


    Trump’s Management: Bondi, Patel, and Bongino

    Trump’s Management: Bondi, Patel, and Bongino

    Cobb reveals internal dynamics of Trump's management concerning Bondi, Patel, and Bongino. Potential resignations of Patel & Bongino could reshape the hierarchy after the Epstein case debate.


    Tesla Shareholder Meeting: Musk’s Pay Package Under Scrutiny

    Tesla Shareholder Meeting: Musk’s Pay Package Under Scrutiny

    Tesla sets Nov 6, 2025, for its shareholder meeting amidst investor pressure over Elon Musk's pay package and political ventures. Scrutiny on CEO pay and company direction intensifies.


    xAI Valuation Soars: Grok 4 Outperforms Rivals

    xAI Valuation Soars: Grok 4 Outperforms Rivals

    xAI's valuation jumps to $113B after acquiring X. Grok 4 surpasses GPT-4, Claude 4, and Gemini 2.5 Pro. Meta poaches AI talent. Musk's AI success stuns industry.


    Sun Valley: Tech, Media & Economic Elite Gathering

    Sun Valley: Tech, Media & Economic Elite Gathering

    The annual Sun Valley retreat, hosted by Allen & Company, gathers top tech, media, and economic figures for deal talks, political discussions, and recreation. VIPs like Tim Cook, Jeff Bezos, and Mark Zuckerberg are expected.


    Stock Analysis: RSI, Gaotu, Bright Horizons, KinderCare

    Stock Analysis: RSI, Gaotu, Bright Horizons, KinderCare

    Analysis of stock performance based on RSI and recent reports from Gaotu Techedu, Bright Horizons, and KinderCare. Includes expert ratings and price target adjustments.


    Trump vs. Musk: Third Party “Train Wreck”?

    Trump vs. Musk: Third Party “Train Wreck”?

    Trump slams Musk's third party concept as a 'train wreck,' citing system flaws. Musk criticizes U.S. spending, escalating tension between MAGA and Silicon Valley. Political + Technological progression.


    Abbe Lowell: Trump’s Actions Could Break Constitutional Wall

    Abbe Lowell: Trump’s Actions Could Break Constitutional Wall

    Attorney Abbe Lowell, who represented Kushner and Ivanka, warns Trump's actions could break the constitutional wall dividing courts and executive power, fearing for the system's resilience under pressure.


    Stock Market Movers: Defense, HVAC, Gold, and Biotech

    Stock Market Movers: Defense, HVAC, Gold, and Biotech

    Key stock market movers include Northrop Grumman (defense), Johnson Controls (HVAC), Franco-Nevada (gold royalties), and Gilead Sciences (biotech). Investors eye earnings and new opportunities.


    Libertarian Party Courts Musk: Political Ambitions & Third Party Potential

    Libertarian Party Courts Musk: Political Ambitions & Third Party Potential

    The Libertarian Party courts Elon Musk, suggesting he join them instead of forming a new party. His backing could significantly advance their cause, offering an established alternative to a new third-party venture.


    Macron Slams Tariffs as Blackmail Amid US-EU Trade Tensions

    Macron Slams Tariffs as Blackmail Amid US-EU Trade Tensions

    Macron criticizes nations using tariffs as 'blackmail' amid EU-US trade tensions. White House defends tariffs as vital for rebuilding US production before a July 9 deadline. EU warns 'all options' remain open.