Bill Ackman’s Perishing Square has added $GOOGL, $HRZ, $BN and a new $UBER.

It has closed $NKE

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Trump says U.S. will set new tariff rates in coming weeks

President Trump said the U.S. will unilaterally set tariffs for many countries soon.

All part of the Art of the Deal.

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U.S. vs. EU: Trump slams Brussels over digital censorship

The Trump administration is ramping up pressure on the EU, accusing it of pushing censorship disguised as regulation.

At the heart of the clash is the Digital Services Act — which Washington claims threatens free speech and U.S. tech interests.

The State Department labels the EU part of a “global censorship-industrial complex” eroding digital freedoms.

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Ray Dalio's Bridgewater Associates opened up a $319 million position in Gold, $GLD

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Long term mindset mixed with a relentless work ethic.

Put the work in and get it done.

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$NFLX | $NKE

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Moody’s cuts U.S. credit rating to AA+ — should markets worry?

After markets closed on May 16, Moody’s became the third major agency to downgrade the U.S. long-term credit rating from AAA to AA+.
Traditional markets dipped ~1% in after-hours — a reflex rooted in 2011.

Back then, S&P’s first-ever downgrade triggered a panic selloff, with equities dropping up to 20% in the following months.
Why? Many contracts required AAA collateral — and Treasuries no longer qualified.

But things have changed.

Veteran analyst Jim Bianco explains:

In 2011, the fear was real — many derivatives, credit agreements, and mandates prohibited anything below AAA.
After that chaos, contracts were rewritten to refer simply to ‘U.S. government securities’ — not their rating.

When Fitch downgraded in 2023, markets barely flinched.
Moody’s move now makes the AA+ consensus unanimous — but it changes nothing mechanically.

No forced action, no shock to markets.
It’s symbolic — not structural.

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The housing market has never been this unaffordable in U.S. history.

With inflation-adjusted home prices setting a record over the last three years.

We're now in the biggest housing bubble of all-time, and the only period that came close was 2006, before the big crash.

Many people like to tell you "home values will never drop". But those people conveniently don't show you this graph.

There is no historical precedent for how expensive today's housing market it is.

And homebuyers know it.

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Indexes post second-best week of the year

Here’s how the majors closed out the week:

• SPY +5.31%
• QQQ +6.88%
• DJI +3.41%
• IWM +4.54%

Momentum across the board — and the S&P 500 weekly heatmap seals it.

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$276M long on Bitcoin just opened

Someone went in heavy — opening a $276 million long position on BTC.
What do they know that we don’t?

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Michael Burry posts “Sell!” — again

The Big Short legend shared a snapshot of his top holdings with a one-word warning.

Top positions: $NVDA, $BABA, $PDD.

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Expectation Vs Reality

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REAKING: President Trump says Walmart, $WMT, “should stop trying to blame tariffs as the reason for raising prices.”

Trump says he “[will] be watching” to see what Walmart does.

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$UNH: a steady compounder, but under a lot of pressure lately

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Traders be like

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Stephen Hemsley, the new CEO of UnitedHealth, $UNH, bought $25 million worth of the stock on Friday.

He is the latest of multiple insiders to begin buying shares amid the historic decline.

What does it tell you if insiders are buying here?

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Erdogan holds Macron’s finger — and owns the moment
Simple gesture, strong message.

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