Canada is about to enter Stagflation= GDP down and inflation up. This is a direct result of not being able to cut a deal with Trump and the 35% tariffs applied to Canada by Trump.

I don’t know who needs to hear this but…

What can’t Tesla do

President Trump’s Gold Revaluation By revaluing US gold to current gold prices would be equivalent to 3% of the US total 2024 GDP U.S. gov’t has 261.5 million troy ounces in gold reserves—the largest gold reserves globally Currently valued internally at $42.22 per troy ounce =

$3400 Gold/ounce.

Real World Assets (RWA) 👀

Things are getting spicy

Newmont just pulled in a record $1.7B free cash flow in Q2. The richest quarter in the company’s 100+ year history.

Gold’s 2-year playbook: Surge → 3–5 month consolidation → breakout. Happened 3 times since Oct ’23: Around $2,100 Around $2,450 Around $2,780 Now stuck near $3,430 since April. 3–5 months is up…

Trump just unlocked a $12.5T firehose for crypto. Even without 401(k) money, Bitcoin has crushed every major asset since 2020 - up 900% vs. S&P’s 81% and gold’s 67%. Now imagine what happens when retirement accounts start buying.

CATL, world's top EV battery giant, halts production at key China lithium mine for 3+ months. This mine accounts for 3% of the world lithium production.

SEC declares crypto liquid staking activities are not considered securities. There is A LOT of pension money eyeing real world assets (RWAs) and tokens.

The S&P Health Care vs. S&P 500 ratio just hit a 25-year low - levels last seen at major market turning points. Historically, such extremes have preceded rotations out of tech-heavy index like the NASDAQ. Let’s see…

In the last 6 months, $GDX has seen $2.3B in net outflows… yet the ETF is UP 37%. Either the market doubts gold’s staying power, or the big money hasn’t arrived yet. If it does, the next leg in the gold rally could be explosive.

x.com/i/article/1956…

The Price-to-Book Ratio of the S&P500 is back at Dot-Com Bubble highs. Last time we were here, the market dropped 50%

The stock market runs on two different operating systems simultaneously. Most people can only see one at a time. Two markets inside one ticker On the surface, a ticker is a single story: up, down, or flat. Underneath, two currents run in opposite directions. Tape money

You’ll never guess why solar power was invented by AT&T back in the mid-‘50s. It was with wildly modest intentions: Powering payphones in remote areas. The first demonstration of a scrappy, cobbled-together “solar panel” generated just enough power to slowly spin a tiny toy