BREAKING: The June and July jobs reports have been revised LOWER by a combined 86,000 jobs. The June jobs report was revised lower by 61,000 jobs, from 179,000 to 118,000. The July jobs report was revised lower by 25,000 jobs, from 114,000 to 89,000. This means that the July

Interest rates are actually UP since the Fed cut rates last week. In fact, some products have seen interest rise 20+ bps over the last week, even as the Fed cut rates by 50 bps. How's this possible? Here's how we knew the move was coming and capitalized on it. (a thread)

“Family worship is a delightful part of each day.” — Charles Spurgeon

US stock market strength is truly unprecedented: Total market cap of US stocks as a percentage global market cap is now at a record 48.8%. The percentage has nearly DOUBLED in 15 years The US stock market is now worth $57.4 trillion TWICE the value of US GDP. This is also 3

🚨🏡 The average 30-year fixed mortgage rate just popped up to 6.53% That's a BIG one-day move Spread: 256

What Vivek says is, of course, true. The “social safety net” of state & federal government payments is a powerful magnet for anyone living below that standard (over 5 billion people) to move to the United States. Couple that with open borders and obviously vast numbers of

We are witnessing history: Today's rally puts the S&P 500 officially up +40% over the last 12 MONTHS. This is a larger 12-month gain than ANY annual return in the S&P 500 dating back to 1954. How did a generational rally occur during times of historic uncertainty? (a thread)

It's official: For the first time in history, the S&P 500 broke above 6,000 last week, up +46% in 13 months. The S&P 500 now has a market cap of $50 TRILLION, adding $15 trillion since October 2023. Here's what's next and how we got ahead of the move months ago. (a thread)

Government reform brings prosperity to Argentina!

The S&P 500 is currently on pace for back-to-back years with a total return above 25%. That's only happened 3 times before... -1935-36 -1954-55 -1997-98 Video: youtube.com/watch?v=uPtI3x…

Mortgage rates in America over the last 134 years. From 1890 to 2024.

For most investors: 99% of good investing is doing nothing, the other 1% is how you behave when the world is going crazy.

"Risk is the price you never thought you'd have to pay."

On today's episode of the bond market: The US 30Y Bond yield just hit 5.15% for the first time since October 2023. Other than October 2023, 30Y Yields have not been this high since July 2007. We expect attempted intervention by Trump and Bessent as the Fed refuses to cut

“Insecurity is the mother of greed.” -- Will and Ariel Durant

BREAKING: Prediction markets now see less than 2 interest rate cuts in 2025, per Kalshi. The median expectation now shows 1.9 cuts, down from a high of 4 cuts in April. Yields continue to rise as "higher for longer" returns.

C students run companies. A students work for them. Dropouts run the rest of the world.

This is the definition of broken: In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%. We have RISING interest rates as markets "price-in" Fed interest rate CUTS. Do you realize what's happening? (a thread)

A dad can lose friends. He can be misunderstood by his own family. He can carry the weight of criticism and still sleep just fine at night. Why? Because his mission isn’t to be liked by the crowd. His mission is to be respected, trusted, and loved by the most important audience

The S&P 500 just crossed above 6,700 for the first time, its 7th 100-point milestone of the year. Including dividends, the index has now more than quadrupled over the last decade. $SPX bilello.blog/newsletter