“Appearing on CNBC a day after the Treasury announced its new plan, Bessent emphasized that upcoming buybacks of longer-term bonds could be more than $4 billion per operation. Bessent said the government has “a big toolkit” to bring down yields, which he said don’t currently reflect economic fundamentals.”

Source: WSJ

Silver looks poised. All the fundamentals are there. Inflation, monetization, unsustainable debt.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 8 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 3:30

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

Welcome to my puberty

I have been listening to a ton of my teen age rock and rap. it isn’t lost to me Taylor Swift is a neighbor within 5 min walking, or that I was the first to bleach my hair in the 90s in my school before BTS, I was born too early.

SPY

• Volume 35M

• Avg. Volume 51M

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 8 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 5 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

(Image Credit: ChaptGPT. Ironic huh?)

The AI Bubble Will Burst Within Months. (pdf)

Cara Ai

68KB ∙ PDF file

Download

Download

• AI financing is becoming the bigger risk than AI itself

• compares AI compute securitization to subprime mortgage finance before 2008

• believes the underlying economics are weakening

• central objection is that GPUs are depreciating technology, not appreciating collateral

• conclusion is explicitly bearish and defensive

  
  

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 5 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

Hoover Dam in 1941

Wall St 3:05PM
Akin to the Mojave Desert

• SPY: 21.41M vs 52.63M avg = 40.7%

• QQQ: 25.00M vs 43.69M avg = 57.2%

• SMH: 4.76M vs 11.55M avg = 41.2%

Citizen journalism from Lake Mead…this is not getting enough coverage. Oh well.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 8 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

Interviewer: How do you find peace?

Bruce Lee: You don’t find peace, you choose it.

• by what you ignore

• by what you release

• by what you stop giving energy to!

• That is the shift!

CNBC invited Ed Zitron to rant against the AI trade. That prob means they are (1) readying a short squeeze (2) about to sell to weak hands

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 9 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

(Image Credit: Terminator 2) *for you youngsters go watch Terminator movies. “I’ll be back!”

This is a watershed interview with Ed Zitron by .

When enough people wake up thus will unwind faster than the ride up. It always does.

I already worked at Adobe. I already stopped using Grok. I already stopped using Gemini. I am currently testing ChatGPT for an side project. Once I am done with ChatGPT I doubt I will move to Anthropic.

AI is good for saving time crunching obvious data that doesn’t need to be super accurate 100% of the time. Once you introduce AI’s odd behaviors, and if all data is critical, you better hope and pray. That is why for this Substack and anything money related, it is 100% me.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode:

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

As the water levels fall dangerously I want to explain something about Nevada and Las Vegas water supply. Bookmark in your brain 895 feet!

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 5 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

Only the ones with the assets, cuz everyone else is out working as chattels.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 10 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 7 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 8 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

Jordan Salinas, 35, shot back at the coward Mass shooter. If you and your family are ever at threat, pray someone like Jordan, a sheepdog is around.

https://abc7.com/story/idaho-shooting-good-samaritan-confronted-gunman-speaks/19623474/

in a small microcosm. I am trying to be a sheep dog for you and your investing.

back to markets with

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode:

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

(Image Credit: ChatGPT)

First and foremost I sincerely hope everyone impacted by the Washington State wildfires are safe and out of harms way.

• Nearly 65,000 people have been evacuated from their homes in Spokane County, Washington, as crews battle three major wildfires. No injuries or deaths have been confirmed, but evacuating this many people in cars via roads must be slow.

• Ongoing battle: More than 700 structures have been destroyed, with the fires consuming more than 8,000 acres with 0% containment since they started Saturday, officials said. Today offers firefighters their best conditions in days — light winds and a high near 80 — but the break is brief, with temperatures set to climb back into the 90s by Wednesday.

• More than 10,000 structures are at “at risk” as wildfires burn in Spokane County, said Dave Upthegrove, commissioner of public lands for Washington State.

  ---

I made an analysis this morning based on the U.S. Intervention of helping the Yen. I won’t repeat myself but I recommend you consider the implications.

The biggest heist in Japan may not have involved the Yakuza at all.

“日本史上最大の「強奪」は、実はヤクザとはまったく無関係だったのかもしれない。”

While the Yen Carry trade is 100% legal, It is the biggest ethical crime in Japan that no one is telling it’s own people about. @ .

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 7 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

Courtesy reminder: 40% off annual Premium ends tonight at midnight ET.

annual membership: $199.80

after midnight, full price works too. no extensions.

Upgrade before midnight ET

Preview of paid content snippet":

10 profitable Nasdaq companies made new highs.
6 profitable NYSE companies made new highs.

sixteen. across both exchanges.

the indices rallied. the market barely showed up.

that is not follow-through. that is a handful of generals taking victory photos without an army.

SPY volume: 47m vs 52m average.
QQQ: 44m vs 44m.
SMH: 13m vs 11m.

maybe market structure has changed. maybe the textbook needs updating. or maybe people are lowering the bar because price went up.

AMZN had a follow-through day: 113m shares versus 48m average.

Amazon showed what we still need to see from the indices.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 14 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

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

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

There is probably substantial squeeze fuel in today’s tape. But MSFT is primarily an index-moving fundamental repricing. MU is a cyclical/AI-memory repricing being accelerated by squeeze mechanics.

MSFT’s roughly 17% move added about $575 billion in market value. MU’s roughly 18% added about $179 billion—MSFT’s dollar impact was about 3.2× larger. MSFT also influences the float-cap-weighted S&P 500, the modified-cap-weighted Nasdaq-100, and the price-weighted Dow; MU is not a Dow component

$CRWV is a clear squeeze tell.

MSFT +17% says fundamental repricing with enormous index impact.

MU +18% says cyclical AI beta plus squeeze mechanics.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 9 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

(Image Credit: The Bosses of Senate by Joseph Keppler)

Reaped is the past tense and past participle of the verb reap, meaning to harvest a crop, to gain a reward, or to receive the consequences of an action.

Dip buyers have been rewarded for years. Today we examine whether they are about to receive the consequences.

Humans are the Walruses rolling off the cliff because one went first. FOMO remains undefeated in Homo sapiens.

Viewer Discretion Advised!

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 7 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

MIT Tech Review
https://www.technologyreview.com/2026/07/27/1140836/openai-hugging-face-attack-precedent/

OpenAI called the Hugging Face attack unprecedented. But we’ve been here before.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 9 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

(Saturn Devouring his Son by Goya)

• OpenAI CEO Sam Altman is set to meet with senior Trump administration officials, lawmakers and economists in Washington, D.C.

• He will preview the capabilities of the company’s upcoming AI models and field questions about cybersecurity and the company’s stance on open-weight models, according to a source.

• The visit lands during a particularly sensitive moment for AI development in the U.S., as a debate over whether to restrict Chinese open-weight AI models rages.

*Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions.

Daily Stock Markets covered in under 15 min. No ads. No partisan politics! Easy to follow for your morning coffee, dog walk or commute

Full Episode: 7 min

Please remember to ❤️

📖 Testimonials

🎧 Podcast Available on all major platforms: Spotify | Apple | Amazon

Read more

If you are motivated, willing to think for yourself, and tired of feeling obligated to outsource your financial future, start here:

Bill Cara’s Stock Market Literacy framework

Bi…

Read more