For equity investors, the takeaway is painfully obvious: Corporate America will have to keep passing rising input costs straight to consumers if they intend to preserve margins and protect earnings, otherwise shareholders will fit the tariff bill.

In July, the spread between core CPI and core PPI slipped back into negative territory, the deepest since last February, underscoring just how inefficiently companies are offloading cost pressures in an ever-changing regulatory chaos. One way or another, consumers can relax knowing they’ll be doing their patriotic duty by footing the bill—quite literally.

In a nutshell: with tariffs back in vogue, the tab falls to either Corporate America’s shareholders—or to consumers, who’ll soon find out the real cost of Making America Great Again.

It’s that time again—Buffett’s quarterly “portfolio spring cleaning.” After a three-quarter pause, the Oracle of Omaha is back to trimming Apple, dumping another 20 million shares (still leaving him with a mere 280 million). He also shaved down Bank of America, plus a few others, keeping only his beloved American Express untouched. In short: Buffett’s still in de-grossing mode, just a little less politely than usual.

https://whalewisdom.com/filer/berkshire-hathaway-inc

On the buy side, Buffett treated himself to just over 5 million shares of UnitedHealth—$1.6 billion worth—slotting it in as Berkshire’s 19th largest holding. He also sprinkled a little love on Constellation Brands and Domino’s, and, in a rare show of enthusiasm, more than doubled his bet on Pool Corp. Apparently, even the Oracle enjoys a well-stocked liquor cabinet, a hot pizza, and a clean swimming pool.

https://www.sec.gov/Archives/edgar/data/1067983/000095012325008343/0000950123-25-008343-index.htm

While the world’s busy holding its breath over an Arctic photo-op, China’s July data just wheezed like a marathon runner at mile three. Consumption’s slowing, investment’s shrinking, and even industrial output tripped over consensus forecasts. Sure, heat waves and floods played the cameo villains, but the real plot twist is weak sentiment—and Beijing’s likely to roll out more stimulus before the People’s Bank of China starts handing out free ice cream in September.

In a nutshell, China’s economy just faceplanted into a summer slump—heat, floods, and bad vibes have Beijing reaching for the “Make China Great Again” stimulus button.

Those who give to the government as if offering alms forget that a mighty house does not need charity. True wisdom lies not in filling the coffers, but in guiding leaders to curb waste and govern with restraint.

Singapore: the West’s poster child in Asia, now embracing all the Keynesian follies that have doomed its developed-world cousins—60% of workers living paycheck to paycheck, outpacing Japan, China, and South Korea, and up from 53% just a few years ago.

https://www.adpresearch.com/wp-content/uploads/2025/03/PAW2025-Final.pdf

Singaporeans are working harder than ever, yet still struggling: 60% of those juggling two or more jobs live paycheck to paycheck. Underemployment drives many to take extra work—35% of two-job holders and 31% of three-job holders cite the lack of full-time opportunities—while others chase long-term goals, savings, or education. Rising living costs amplify the pressure: Singapore tops the Asia-Pacific Cost of Living Index, with HDB resale prices soaring nearly 10% in 2024 and real median incomes declining slightly over the past five years. Side jobs increasingly serve as both financial lifelines and skill-building ventures, highlighting a society where effort multiplies but financial security barely budges.

Canada, under the iron whim of WEF mascot “Marx Carney,” now leads the world in Keynesian excess and green fanaticism—proudly pioneering the first-ever “climate lockdown.” In Nova Scotia and New Brunswick, the comrades have sealed off public forests to save the people from the great wildfire menace (naturally blamed on the climate gods’ wrath), banning hiking, camping, fishing, and trail use.
Break the rules, and you’ll donate up to $28,872.50 to the People’s Treasury. Liberation postponed until October 15—or whenever the weather obeys.

https://www.theglobeandmail.com/opinion/editorials/article-provincial-forest-bans-miss-the-point/

When rulers see man as the root of calamity, they blind themselves to the balance of Heaven and Earth. To punish the people for the wind, the sun, and the turning of the seasons is to sow resentment, not harmony. The dry years and the fires they bring have long cycled through the ages; they heed neither decree nor tax. Yet those in high office, urged on by distant councils, lay a heavy levy upon the people—beginning with twenty coins for each measure of smoke, rising like a tide until it drowns households in burdens.

By the year of the next cycle, the cost will press upon families in the thousands, while the great merchants of industry bear little. Such laws are not born of the Way, for they seek control, not stewardship, and mistake governance for mastery over Nature itself.

https://www.weforum.org/stories/2018/10/canadas-trudeau-vows-to-impose-carbon-tax-opponents-push-back/

When a ruler cloaks his will in the name of “security,” the freedom of the people withers like grass in drought. First came the lockdowns in the time of the great ‘plandemic’; now, the same hand may seal the forests and fields, forbidding the commoner to walk upon the earth of his own land.

A single step into nature may cost a man more than gold, even his liberty. Power, once granted to a government in the name of virtue, grows like bamboo—unceasing unless cut back. Thus it is with the carbon tax; thus it shall be with the authority of climate decree, if the people do not guard their rights.

According to a Canadian non-profit and a Quebec university, the real reaper wasn’t COVID—it was the mRNA “miracle shots.” Turns out the so-called deadly pandemic didn’t rack up excess deaths at all, but the “cure” marched in and did the killing.

https://slaynews.com/news/global-study-mrna-shots-caused-millions-excess-deaths-covid-caused-zero/

While the MAGA faithful teamed up with the MAHA faithful to crown the Manipulator-in-Chief, let’s not forget he’s the same conjurer who, back in 2020, rolled out Operation Warp Speed—a public-private magic trick to rush COVID jabs, pills, and tests to market.

https://news-pravda.com/usa/2025/08/07/1573408.html

The “Antivax-in-Chief” keeps speaking out of both sides of his mouth—slamming mRNA shots for the cameras while quietly pushing the Stargate Initiative, a slick AI-powered gateway for even more mRNA development. And in the same breath, he champions the MMR jab to stop measles—now making a comeback thanks to the open-border parade waved through by Sleepy Joe.

https://www.npr.org/sections/shots-health-news/2025/04/07/nx-s1-5354900/hhs-rfk-endorses-mmr-measles-vaccine-stoking-supporters-fury

Tucked deep inside the “big, beautiful” spending bill is a $45 billion golden ticket for the prison-industrial complex—enough to bankroll four years of megaprisons and supercharge ICE’s detention machine with up to 100,000 new beds. That’s not just an expansion; it’s a staggering 265% to 365% jump in ICE’s detention budget compared to fiscal year 2024.

https://theintercept.com/2025/07/10/corecivic-trump-big-beautiful-bill/

All this rolls out as the Manipulator-in-Chief summons his Praetorian Guard to Washington and orders the Pentagon to stand up a shiny new “Domestic Civil Disturbance Quick Reaction Force”—600 National Guard troops split into two 300-man hit squads, primed to crush dissent before you can spit out “First Amendment.” Arizona and Alabama host the bases, commercial airlines ferry the muscle, and taxpayers foot hundreds of millions—conveniently peaking right before the 2028 political circus.

https://t.me/TheMacroButlerSubstack/337

In the name of “security for all,” Donald Copperfield pulled off a quiet regulatory magic trick—making disappear NOAA’s long-standing ban on satellites sharp enough to spot objects smaller than 30 centimeters, a safeguard that once kept individual people unidentifiable from orbit. Under his 2018 reforms to the U.S. Orbital Debris Mitigation Standard Practices, that limit shrank to 10 centimeters—enough to track a coffee cup from space—ushering in an era where the all-seeing eye can follow not just your car or your house, but you.

https://www.sciencetimes.com/articles/48890/20240224/low-orbit-satellite-albedo-space-privacy.htm

Albedo, the leader in such new generation of satellites, has drawn a diverse mix of backers, from venture capital and corporate venture arms to individual investors. Notable names include Breakthrough Energy Ventures (Bill Gates’ fund), Shield Capital, Initialized Capital, Y Combinator, Booz Allen Ventures, Giant Step Capital, Republic Capital, Cubit Capital, and Bill Perkins—many with ties, near or far, to the infamous PayPal Mafia.


https://www.businessinsider.com/albedo-satellite-space-funding-round-2025-4

The aliens were let by the blue in to sow chaos, giving the red Manipulator In Chief an excuse to tighten the reins.

Elected on a banner of freedom, less than a year back in the Oval Office he’s pushing stablecoins and digital IDs—sold as convenience and public safety, but really paving the way for global surveillance and a creeping tyranny as the U.S. Republic edges toward its final chapter.