Last week the Trump administration ended 3.7b in government funding towards clean energy projects. The hardest hit projects: 1.3b low carbon cement 665m carbon capture 631m hydrogen low carbon fuels

AI JUST OPENED THE RESTAURANT $NVDA designed the kitchen $TSM built the appliances $AVGO wired the place so data flows $CRWD guards the doors $SNOW preps & serves the ingredients $PLTR is the chef -- turning those ingredients into real decisions that drive the business

Copper is up over 15% over 6 months highlighting demand for the electrification of embodied #ai #finance #energy

The US stock market has been broadly underperforming if you exclude Nvidia. #stocks #finance #economics

As the is increasingly uncertainty in the market over the drag of global trade and the pull of building out the AI economy this data from Goldman is prudent to keep in mind. The $spy and soft data typically troughs before hard data in the cycle. #finance

Americans have been exceptionally unhappy with both parties over the past decade. It's the perfect time for a 3rd option.

The EU trade deal with the United States is a massive win for America. It is almost like the tariffs are working...

The SEC just approved in-kind creations and redemptions for the bitcoin ETFs. Bitcoin is taking over Wall Street.

BREAKING: The odds of the Fed cutting rates 0 times in 2025 surge to 25% after Powell's press conference. The odds of 2 rate cuts have fallen from 40% to 33% and the odds of 1 rate cut are up from 24% to 27%, per Kalshi. Rate cuts are being priced-out of markets.

President Trump's call with Mexican President Sheinbaum was very positive and constructive. Mexico now understands that any deal must address the twin crises of fentanyl/illegal immigration, as well as attacking Mexico's enormous trade deficit. Over the next 90 days, we will

The Institutionalization of Rebellion: Why Crypto and AI Are Winning open.substack.com/pub/visserlabs…

Cheat code for life: Surround yourself with people who root for your growth, not your comfort. The ones who refuse to let you coast. Who celebrate risks. Who hold you to a higher standard. Who force you to think bigger. Give your energy to those who give it back 10 times over.

HARVARD DISCLOSES ~$116.7M IN BLACKROCK ISHARES $BTC TRUST ETF $IBIT

Good news for consumers: While July inflation held steady at 2.7% year-over-year, the near-term trend is even better with the 3-month annualized change down to just 2.3%. Most importantly — there is no demonstrable negative impact from tariffs. Goods prices, excluding food and

ATLANTA FED PROJECTS Q3 GDP AT 3.5% VS PREVIOUS ESTIMATES OF 2.2% bro if we can keep getting these 3-3.5% GDP quarters for the next few years… could be one of the strongest economies in history and we need that growth given the growing deficit

JUST IN 🚨: A staggering $7.5 Trillion is now sitting in money market funds, a new all-time high 🤑 ** Note: This is a fresh update from FRED **