⛏️ Golden Age of Mining?

Gold prices are holding near record highs while energy costs stay low - a dream setup for miners.

Margins in the sector are pushing 60%, way above the long-term average of ~35%.

🟡 Energy makes up about half of mining costs, so cheap oil and power mean more profit.

🟡 Gold is selling for ~$2,000 above production costs, giving companies a huge safety buffer.

🟡 Institutions are still underweight metals - less than 3% allocation in most Western portfolios.

If metals stay high and energy stays cheap, miners have room to post big numbers for a long time. The smart money hasn’t fully arrived yet.

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JUST IN: Trump is weighing a lawsuit against Federal Reserve's Powell.

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Question yourself regardless of trade outcome 👆
winner or loser

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Every trading strategy or setup has a failure rate.

When you learn to accept that, you stop assuming the next trade is going to be a winner.

This alone will help you stop over trading, over leveraging, and revenge trading.

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📉 Berkshire stumbles without Buffett

Berkshire Hathaway has been hit hard since Warren Buffett announced in May he would step down.

🟡 Stock is down ~14% since May 2
🟡 S&P 500 is up ~11% in the same period
🟡 ~25% gap - the widest in decades, bigger than 2008 or 2000

The market’s making it clear — it was buying Buffett, not just the business.

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🔥Stocks: all-time high
🔥Home Prices: all-time high
🔥Bitcoin: all-time high
🔥Gold: all-time high
🔥Money Supply: all-time high
🔥National Debt: all-time high
🔥CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target"

Fed: cutting interest rates next month 🫡

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JUST IN: President Trump announced he will soon converse with European leaders, describing them as "great people who want to see a deal done."

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⚡️ Data centers are eating the grid

US data centers now consume 5% of all electricity, a record high, driven by AI and digital infrastructure.

🟡 Share is set to more than double in the next 5 years
🟡 By 2030, they could use over 10% of all US power
🟡 Up to 40% of new electricity demand by 2030 will come from data centers
🟡 Annual demand growth projected at +23% through 2030

Energy could soon become the biggest bottleneck for AI.

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💱 Brazilian real breaks out

The Brazilian real is pushing through a major resistance this month, making it the second-strongest major currency year-to-date.

🟡 First clean breakout in over a decade
🟡 Signals renewed strength in emerging markets
🟡 Most global investors aren’t paying attention yet

EM currencies might be where the next big moves start forming.

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Money isn't the goal.

The goal is to achieve the emotional skills that consistently generate that money.

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❕ Ethereum ETFs raked in over $1bn on Monday, the largest single-day inflow on record by a wide margin.

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📈 Riding bubbles pays best

We’re far from 2021-style euphoria, but if Trump gets his way with the Fed next year, that setup could return.

🟡 Global growth expectations just hit their highest since Feb ’25

🟡 Cash levels remain low at 3.9% — near “sell” signal territory

🟡 Equity allocations rising for 4 months straight, now 14% overweight (still below extremes)

Big tops form when sentiment, positioning, and liquidity peak together. We’re not there yet, but the climb has started.

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JUST IN: U.S. jobless claims and July PPI data are scheduled for 8:30 a.m. ET.

• Jobless claims are expected at 229,000 for the week.
• July Producer Price Index (PPI) is forecasted to rise by 0.2%, with a 0.3% increase excluding food and energy.

Predictions meeting expectations could stabilize market anticipations regarding inflation and economic health.

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JUST IN: The US Producer Price Index (PPI) rose by 3.3% year-over-year, surpassing the forecast of 2.5% and the previous rate of 2.3%.

- US short-term interest rate futures declined following the PPI data.

The higher-than-expected PPI could influence Federal Reserve policy, potentially affecting market interest rates and investor optimism.

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🫵 5 poker lessons every trader should steal

Trading is just poker with a Bloomberg terminal. Same psychology, same math, same way to go broke if you get cocky.

🟡 Have a plan before you sit down — good players walk in knowing exactly how they’ll play different situations. Bad ones make it up as they go. Markets punish the second group first.

🟡 Know the odds — in poker, you’re calculating your outs. In trading, it’s risk/reward and probabilities. If you can’t do the math, you’re not playing the same game as the winners.

🟡 Play the long game — folding is free. Tilt is expensive. Both in cards and charts, survival beats “all-in” hero plays.

🟡 Watch the pros — poker tells = market sentiment. In both, the edge is spotting what others don’t see and acting before they do.

🟡 Every move moves the table — big bets shift psychology. In markets, large buys or sells can create ripples you can ride — or get crushed by.

The rules don’t change. Only the chips do.

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JUST IN: Trump describes potential meeting with Putin as a negotiation over boundaries and territories, warning of sanctions if issues aren't resolved.

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💵US debt blasts past $37T

Since the debt ceiling was raised in early July, the US has added nearly $800B in just over a month.

🟡 That’s ~$25B per day
🟡 Fiscal dominance — when debt dictates monetary policy — is looking inevitable
🟡 More debt = more pressure on the Fed to keep rates low and liquidity flowing

Debt bubbles don’t deflate quietly. They get inflated until the currency takes the hit.

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❕ Earlier this year, Warren Buffett quietly spent $5 BILLION on a mystery company, one of his largest accumulations ever.

SEC rules let him keep it secret for a while to accumulate, but he now has just 2 HOURS left before we finally see the stock.

What’s your guess?

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BREAKING: Warren Buffett's Berkshire Hathaway shows a new stake in UnitedHealth Group $UNH.

It cuts stake in Apple, $AAPL

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JUST IN: UnitedHealth stock jumps over 7% after Warren Buffett’s Berkshire Hathaway discloses a new investment in the company.

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