Macro Economy - US debt officially crosses above $38 trillion [1] Market Analysis - Exclusive report on political bias in economic data is available [1] - Interview with Mel Mattison on macro markets is provided [1]

Track the US Debt in real-time:https://t.co/zVwL9AlTMa https://t.co/512uUFsLvg ...

All right, Peter, I thought a great place to start the conversation. Let's just let you get your victory lap out of the way. Gold's at an all-time high. Silver's at an all-time high. What is driving the bull run in precious metals? Well, I think what you're seeing is the acceleration of ddollarization that began really a couple of years ago. I think uh what started it in earnest was the Biden sanctions uh against Russia which really was a wake-up call for the rest of the world uh that they need to get get r ...

Real Estate Market Analysis - Interest rates decreased for 40 years (1980-2020), lowering cap rates and increasing real estate prices [1] - Immigration increased to offset cap rate driven increase in home prices [1] - Immigration is unlikely to continue, and interest rates are in a multi-decade uptrend [1] - The US has unsustainable debt and deficits, potentially weakening the dollar and US government debt [1] - Higher interest rates are needed to attract buyers for increasing US Treasuries supply [1] - Rising long-term rates increase cap rates, mathematically decreasing real estate prices [1] - Young people cannot afford homes, requiring a significant increase in housing supply to address affordability [1] Investment Implications - Demand for housing is decreasing, while supply is increasing, reversing previous market dynamics [1] - The tailwind from interest rates has become a headwind for real estate investment [1] - Factors that previously made real estate a good investment have reversed [1] - Owning a home may be an emotional decision but a poor financial one [1]

Tom Lee: Can Stablecoins Solve US Debt Issues?In an interview with Mario Nawfal, Tom Lee, Chairman of Bitmine, pointed out that stablecoins can currently be observed as a microcosm of how debt problems are addressed: for dollar-pegged stablecoins, their issuers use collateral assets to purchase government bonds, forming a circular mechanism that provides a degree of sustained financial stability. If the Federal Reserve rolls out a true Central Bank Digital Currency (CBDC) – one that enables every American t ...

Market Trends & Investment Opportunities - The market is acutely focused on the 30-year US Treasury yield as it crept toward the 5% level, influencing tech stocks like Nvidia [1] - Google and Apple are experiencing early gains following a judge's ruling that Google doesn't have to sell its Chrome browser [1] - Small-cap stocks may benefit from the Fed potentially cutting interest rates in a strong growth environment [18] - Gold and silver are experiencing gains, with JP Morgan suggesting long-term higher gold prices, especially if Fed independence is questioned [15] Company Performance & Strategy - Nvidia's stock has experienced a sell-off, wiping out $286 billion in market cap, and is below the key 50-day moving average [1][2] - Dollar Tree saw same-store sales rise 65% due to strong traffic as consumers traded down, while Macy's sales rose slightly but earnings exceeded estimates [3] - McDonald's is set to spend an incremental $40 million in marketing support for its new value platform, with combo meals priced 15% less than individual items [36] - eBay's stock trades at a 159% P/E ratio, a discount to the S&P 500's 22 times multiple, with double-digit sales gains in its collectibles business [37] Economic Factors & Global Debt - Rising yields for overseas debt, particularly in the UK where 30-year bond yields hit 575%, the highest since 1998, are putting pressure on government spending [1][8] - Global debt reached $324 trillion in Q1 of this year, with China, France, and Germany identified as main contributors [12] - The dollar, bonds, and their impact on equities are key factors to watch [14]

Government Debt & Investment - The US will need to issue more debt in the coming decades [1] - To attract individual investors, the US needs to make bonds more appealing [1]

The premium the dollar commands in currency derivatives is nearly gone, one measure that hints at weakening foreign demand for US debt https://t.co/XlR5Lwku5p ...

Macro Economy - US debt continues to grow at an alarming rate [1] Stock Market - Palantir stock is a rocketship, indicating strong growth potential [1] Social Trends - Home ownership and marriage rates are down, suggesting shifts in societal norms [1]

Debt Forecast - US Debt 预测结果令人担忧 [1] - Big Beautiful Bill 叠加 US Debt 预测，情况更不乐观 [1]