🚨 U.S. 30-Year yields just hit over 5% again, the highest since June.

Because trust in long-term U.S. debt is no longer free.

The bond market is demanding answers from Washington.

(Save this thread) Think of the 30-Year Treasury Bond like a long-term loan to Uncle Sam.

You lend money for 30 years, the government pays you interest every 6 months, and returns your principal at the end.

It’s long been considered the safest long-term investment in the world.

🚨 Nvidia is worth over $4 trillion.

It’s now bigger than the entire UK stock market and 3.6% of global GDP.

But behind the hype is a terrifying truth.

(Save this thread) Nvidia isn’t just a company anymore, it’s a market-moving force.

It makes up nearly 7.5% of the S&P 500, the most widely tracked stock index in America.

That means if Nvidia falls, the entire market falls automatically. This is called index concentration risk.

🚨 The Buffett Indicator just hit 210%, its highest level in history.

That means U.S. stocks are worth more than twice the size of the U.S. economy.

Higher than 2000. Higher than 2007. Higher than 2021.

(Save this thread) The Buffett Indicator is a simple way to measure if the stock market is overvalued. It compares the total value of all U.S. stocks to the size of the U.S. economy.

Formula: Stock Market Value ÷ GDP

If that number gets too high, it’s a sign that the market may be in bubble territory.

🚨 Japan’s bond market is spiraling into chaos.

Yields are exploding. Liquidity is vanishing. Trust is evaporating.

Let me break down what’s happening in Japan and how this affects the US.

(Save this thread) Bond yields across Japan’s 20-, 30-, and 40-year maturities have surged to historic levels.

The 40-year yield just hit 3.689%, and the 30-year reached 3.15%.

For Japan, a country used to near-zero rates for decades, this is a financial earthquake.

🚨 These are the key events to help you prepare for the market next week.

Inflation data, retail spending, housing activity and a monster week of earnings.

(Save this thread) 📌 TUESDAY – JULY 15 CPI – 8:30 AM ET

This is the most important inflation gauge of the month.

CPI measures the average change in prices paid by consumers for goods and services like food, rent, gas, and healthcare. It's the data that drives Fed policy and market sentiment.

🚨 Trump raised or reset tariffs on over 20 countries this week.

This morning, he added 30% tariffs on all imports from the EU and Mexico.

Here is why markets don't care.

(Save this thread) Let’s start with the timeline.

Over the past week, Trump sent a series of official tariff letters to key U.S. trading partners. The message: Accept new trade terms or face steep import taxes.

The proposed tariffs ranged from 30% to 50%, depending on the country.

🚨 A Trump coin, a $2B foreign deal and a convicted billionaire.

And one very strategic pardon request.

This is the wildest, most underreported political story of the year.

(Save this thread) First, what are we talking about? In March 2025, Trump’s family business, World Liberty Financial (WLF), released a new cryptocurrency called USD1.

USD1 is a stablecoin, a type of crypto that’s always supposed to be worth exactly $1.

But how? Let’s define that.

🚨 The Pentagon just bought into America’s only major rare earth miner.

$400M down, a new magnet factory coming, guaranteed prices for a decade.

All to break China’s grip on the metals behind U.S. weapons.

(Save this thread) MP Materials is a Nevada-based company that owns the only rare-earth mine in America, located in Mountain Pass, California.

These “rare earths” aren’t actually rare but refining them is tough and we’ve outsourced almost all of it to China.

That’s the problem.

🚨 The U.S. auctioned off $22B in 30-year bonds today.

It went “smoothly” but look a little closer and some key trends emerge.

Let me explain what happened.

( Save this thread) When the U.S. government needs money, it borrows it.

But it doesn’t go to a bank, it borrows from the public by selling bonds.

A bond is basically a loan. You lend money to the government, and it promises to pay you back later with interest.

🚨 Trump triggered the biggest copper surge in U.S. history.

One comment. Record spike.

Let me show you how this could ripple through the entire economy

(Save this thread) On Tuesday, copper prices on the New York COMEX, that’s the main U.S. commodities exchange soared 13% to $5.69 per pound, the biggest one-day gain since 1989.

At one point, prices were up 17% intraday.

Why? Trump casually said he plans a 50% tariff on copper imports.

🚨 The most dangerous tightening of 2025 isn’t from the Fed.

It’s from the Treasury.

And they’re about to pull $800B in cash out of the economy without saying a word.

(Save this thread) Let’s start with the setup.

In June 2025, Congress agreed to raise the debt ceiling by $5 trillion.

That’s the legal limit on how much the U.S. government is allowed to borrow. Once raised, the Treasury could start borrowing again after being nearly out of cash.

🚨 Meme stocks are back and they’re on fire.

Retail traders are YOLO’ing trash stocks like it’s 2021 all over again.

This bubble might be even dumber and deadlier.

(Save this thread) It starts with a staggering stat: Out of 3,000 U.S. stocks, 858 unprofitable companies have rallied 36% on average this year outpacing their profitable peers.

That’s not normal. These aren’t healthy businesses. They’re lottery tickets.

And people are buying them in droves.

🚨 Japan’s 40-year bond yield just hit an all-time high and it’s sending shockwaves across the globe.

If you care about inflation, interest rates, or the U.S. economy, pay attention.

What’s happening in Tokyo could affect global markets.

(Save this thread) Japan’s 40-year government bond yield just hit 3.37%, its highest level since the bond was created in 2007.

The 30-year yield surged to 3.06%, closing in on its all-time high.

That may sound like a Japanese issue but it has global consequences.

🚨 Vanguard just dropped a bomb on Wall Street.

They now expect the S&P 500 to return just 3.8%–5.8% a year over the next decade.

Adjust for inflation, and that’s a real return of just 1–3%.

(Save this thread) If you’re not familiar: Vanguard is one of the largest asset managers on Earth managing over $10 trillion for investors around the world.

They pioneered index funds and serve millions of long-term investors, retirement accounts, and institutions.

When they talk, markets listen.

🚨 The U.S. didn’t create 1.4 million jobs last year.

It created half that.

Here’s how the government overstated 800,000 jobs and why today's numbers might be wrong too.

(Share this thread) Every month, the government releases the non-farm payrolls (NFP) report arguably the most important economic indicator in America.

Markets move, rates shift, politicians celebrate.

But most people don’t realize: it’s based on a survey, not a census.

🚨 The U.S. is on the brink of raising the debt ceiling by as much as $5 TRILLION

But what even is the debt ceiling? Why do we always raise it, no matter which party is in charge?

(Share this thread) The debt ceiling is the legal cap on how much money the U.S. government can borrow to pay for bills it already owes things like Social Security, Medicare, and interest on previous debt.

It doesn’t allow new spending. It just lets us pay the tab we’ve already run up.

🚨 A silent crash is unfolding and it’s towering over your city.

Office buildings are vacant, mortgages are defaulting, cities are broke.

This is bigger than you think.

(Share this thread) Over 11.1% of commercial mortgage-backed securities (CMBS) tied to office buildings are now delinquent.

That’s the highest level ever recorded worse than the 2008 financial crisis.

If you're thinking “What does that mean?”, here’s the breakdown:

🚨 The Fed may be forced to cut interest rates sooner than anyone expected.

Not because inflation is under control but because of the labor market.

Private-sector jobs just fell for the first time in 2 years.

(Save this thread) For over a year, the Fed has refused to cut, citing elevated inflation and now the inflationary risks from tariffs.

But something more fundamental is cracking: employment.

June’s private payroll data didn’t just miss expectations, it shattered them.

🚨 The biggest real estate firm in America just found a way to hide homes from you.

And it's 100% legal.

This is how the housing market gets rigged.

(Save this thread) Let’s start with how home sales normally work.

When someone sells a home, the listing is uploaded to the MLS, the Multiple Listing Service, a public database shared across the industry.

Zillow, Redfin, and others pull from the MLS. Everyone sees the same data.

🚨 The decline in the US Dollar is historic.

It just had its worst 6-month start to a year since 1973.

And not for the reasons most people think.

(Save this thread) To understand this, you need to know what the Dollar Index (DXY) is. It tracks the dollar’s value relative to a basket of major currencies, primarily the euro, yen, and pound.

And in 2025, it’s fallen off a cliff: over 10% in six months.

That hasn’t happened since Nixon killed the gold peg.

🚨 The U.S. has over $7 trillion in federal debt maturing in 2025 alone.

That’s the largest single-year wall of refinancing in modern history.

If the Fed doesn’t cut rates soon, America’s interest bill could explode.

But if it does cut too fast, it could wreck the economy.

(Save this thread) Let’s start with the headline risk: Between July 2025 and June 2026, the U.S. must refinance $11 trillion in maturing federal debt.

That’s one-third of the entire national debt and most of it was issued when interest rates were near zero.

Now? They're not.