It’s good to be back. Your support and readership is greatly appreciated. And I mean it. Truly. Please do like, share, and all that good shit!
A book recommendation for July. Gods of Money: Wall Street and the Death of the American Century by F. William Engdahl. An incredibly fascinating journey across the globe and modern history to where we are now with the dollar and gold. I learned several new things about how the world really works from this. Interesting to note that both Lincoln and Kennedy were the only 2 US presidents to go so far as to give executive orders to change how the DXY was backed. Both were assassinated within days of their respective executive presidential orders. Fact-not fiction.
In this report: Tech bubble echoes, platinum’s quiet rally, and a dollar-driven equity surge. We prep for FOMC, analyse bonds, and lean hard into technicals across gold, silver, platinum, and nat gas.
Articles
Lessons from the bursting of the technology bubble
Can the US Stock Rally Persist as the Dollar Declines?
A generational shift: The future of foreign aid
A Younger Generation of AI Natives Will Shape the Future of Work
AI is ‘breaking’ entry-level jobs that Gen Z workers need to launch careers
THE HIDDEN REVIVAL OF PLATINUM AND PALLADIUM
Will gold prices break $4,000/oz in 2026?
Section 899: What’s the impact?
MIT How Close Is Commercial Quantum Computing?
Calendar
Earnings
Mon: WELL.
Tues: UNH, MRK, AMT, PG, BA, BKNG, SBUX, V, AZN, SPOT.
Wed: TT, MO, ADP, QCOM, MSFT, META, LRCX, ARM.
Thurs: KKR, CMCSA, SPGI, ICE, SO, ABBV, MA, AMZN, KLAC, SYK, COIN, AAPL, MSTR.
Fri: LIN, CVX, XOM.
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