Core Idea - Progress is not solely about achieving goals, but also about the journey, lessons learned, and impact made [1] - The hero's journey is a guide for dealing with life, emphasizing growth through challenges [2][3][4] - Moving forward involves embracing challenges and evolving as a person [5] Cultural Perspectives - Some cultures prioritize harmony with nature and tradition over controlling nature and technological advancement [6][7] - Modern ideas often prioritize individual success over community well-being [8] - Recognizing diverse values is essential when discussing progress and shaping the future [8] Historical Context - History is full of examples of individuals and movements that have demonstrated the meaning of progress [8] - The Enlightenment challenged old ideas and supported new freedom [9] - The civil rights movement fought for fairness and justice for everyone [9] - Leaders like Martin Luther King Jr and Rosa Parks challenged unfairness [9][10] Call to Action - Embrace learning from the past and considering diverse cultural perspectives to develop an understanding of progress [11] - Real progress is a continuous journey, not a race to the finish [11]

Market Growth & Consumer Spending - US Bank believes market watchers are overly bearish on growth, anticipating a more positive growth picture than economists currently project [1][6] - Consumer sentiment is incrementally improving, suggesting increased spending in the coming months and quarters [3] - Companies are scaling back deferral of decisions, contributing to a generally positive growth outlook [3][4] Inflation & Interest Rates - The US cannot afford to be an outlier on inflation, with economists forecasting inflation above 3% in September 2026, compared to sub 2% in developed and developing markets [5] - The bond market is seeing the long end climb higher globally, signaling potential stickiness of inflation [6][7] - US Bank views a 10-year Treasury yield between 4% and 5% as a healthy range; sub 4% signals a growth scare, while above 5% suggests underestimated inflation [8][9] - The current 10-year Treasury yield of approximately 435 (435 bps or 435/100 %) is considered a decent level for borrowing and potential resumption of economic activity [10] Global Equity Markets - Loosening of labor laws and increased "animal spirits" in Europe are viewed positively [11] - With central bank estimates anticipating rate cuts (excluding Japan), US Bank sees a favorable environment for involvement in global equity markets, particularly large caps [12]

Core Message - The report introduces a formula to transform hidden talents into extraordinary power by recognizing and developing them [1][10] - The key is to avoid normalizing one's talents and skills, which leads to hiding and undervaluing them [7] The Transformation Formula - **Education:** Understanding and valuing one's talents through learning [11][12] - **Transformation:** Elevating and strengthening identified talents [13][14] - **Growth:** Developing a business model to monetize and expand the impact of one's talents [15][16] - **Passion (Potencia):** The driving force that elevates, transforms, and redefines the application of talents, emphasizing commitment and dedication [17][18] Call to Action - The report encourages self-reflection to identify hidden talents and overcome the fear of showcasing them [19][20] - It invites individuals to discover, name, transform, and grow their talents, powered by passion, to turn the ordinary into the extraordinary [20]

It's quite a beautiful concept to me how human psychology works. How some things don't need to be taught, how you can just absorb them. It's crazy cuz it's literally like the smell of your mom's chai or how festivals feel a lot more louder in your bones than they do in your ears.how belief is instilled within a person. You see, I come from a country where faith isn't just a belief. It's a way of life.It's in the bells ringing through the ancient temples, the aans, the gardo, the churches, and the infinite o ...

GDP & Economic Outlook - Private consumption historically represented 70% of GDP growth, but in 2025, AI spending is projected to contribute the same amount [1] - The US GDP growth is anticipated to slow to 1-1.5% in the first half of the year and 1% in the second half [2] - Markets are looking beyond a potential US slowdown this year, anticipating growth from tech and innovation next year [3] AI & Tech Investment - AI companies are fairly valued versus growth when looking at PEG ratios [4] - Concerns exist regarding the economy's reliance on AI and capex spending, as this spending could be turned off more easily than consumer spending [5] - Infrastructure growth, including data centers, power grids, and chips, is necessary to support AI development [6][7] - Digital services exports are growing exponentially and now account for 40% of global exports [7] - Current capex and infrastructure investments are primarily funded by strong cash flows, unlike the overleveraged situations in the past [8][9] Market Strategy - The industry expects a broadening out of investment opportunities to other sectors next year [10] - The industry is currently overweighting tech and communications due to their growth prospects [10]

It is loud when a tree falls, but silent when a tree grows. ...

Stablecoin Market - USDT on TON blockchain shows growth, with outstanding supply increasing by approximately $300 million in the past month [1]

Valuation & Financial Performance - The crypto company is being compared to a "PUMP" with an implied ~7x multiple [1] - The company's outstanding fully diluted valuation (FDV) is $29 billion, with 30-day annualized earnings of $12 billion, resulting in a P/E ratio of 24x [1] - The forward P/E is expected to be much lower due to growth [1] - The company is described as the "strongest cashflow generating machine in crypto" and is trading below the average P/E of the S&P 500 [1] Risks & Caveats - There is no firm commitment on the buyback percentage [1] - The durability of fees is a concern, with a question of whether the company has a "HL liquidity moat" or just a "pump launcher moat" [1] Strategic Advantages & Catalysts - The company possesses a "warchest" that allows it to eschew fees [1] - Upcoming catalyst events from raised funds are expected [1]

Activity Growth - Arbitrum is showing steady growth in activity in 2025 [1] - Transaction volume on Arbitrum is increasing in 2025 [1]

The pound extended its recent outperformance versus major peers as UK growth data came in stronger than expected https://t.co/RLbEikLoaD ...