Hedge Fund vs.Retail Investor:Throughout 2025, hedge funds have been net sellers of U.S. single stocks and equity ETFs. Retail investors, in contrast, have been buying at a record pace. Remarkably, the 4-week average of retail inflows has not turned negative even once this year.

China’s economy keeps sliding: Profits at China’s firms fell 1.5% in July from the previous month, marking the third straight monthly decline. For the first seven months of 2025, profits dropped 1.7%, a slight improvement from the 1.8% fall recorded in the first half of the year.

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Good news for #Bitcoin HODLers: August weakness is nothing unusual—crypto often dips seasonally this month. The bad news: September has been even harsher, with Bitcoin $BTC historically averaging a 5% decline. Buckle up.

RT @Brand: A Chinese livestreamer is selling dresses manufactured domestically. Despite using the same materials and designs, Chinese brand….

US home prices in freefall. Tariffs creep into PPI & goods CPI, but falling shelter/OER drags inflation down faster. By mid-2026, rent pressure returns as new builds collapse → supply cliff in 10 months.Fed misses: tariffs crush demand, housing cushions fade.

How do stocks perform after the Fed resumes rate cuts? Historically, the S&P 500 fell as much as 12% when the economy slipped into recession within a year of the first cut. But when no recession followed, the median gain was 15%. However, crypto stocks usually benefit either way.

RT @Brand: BrandAI Gen Z Global Trust Top 10 Brands 2025. This ranking reveals Gen Z's tilt toward digital disruptors, potentially eroding….

JUST IN: Fed Chair Jerome Powell signals conditions “may warrant” rate cuts.Key takeaways from his Jackson Hole speech: Powell signals risks now favor easing. Labor market softening, FAIT framework scrapped, inflation expectations less anchored. Fed preparing for a September cut.

Over the next month, the options market is signaling five key events: (i) Nvidia $NVDA earnings, (ii) the FOMC meeting, (iii) Nonfarm Payrolls, (iv) CPI, and (v) Jackson Hole. In addition, Boston Fed President Susan Collins has opened the door to a potential September rate cut.

Tough times for Fed Chair Powell: Base case is a 25bp cut, but risks skew closer to no cut than 50bp. PPI’s one-month lag to CPI suggests inflation may re-accelerate, keeping the Fed sidelined. Forecasts put Core CPI MoM at ~0.44%, with the next two months at 0.54% and 0.50%.

UnitedHealth $UNH is sandbagging hard. Hemsley’s playbook never changes: set the bar in the basement, then crush it. Street’s chasing his lowball guidance, which means even a half-decent beat will rip this stock higher. For long-term investors: UNH looks undervalued.

Cathie Wood’s ARK Invest just dumped $50M of $BMNR BitMine Immersions — 832,000 shares offloaded. She got them around $4.50 a pop. This game is rigged, and everyone knows it. $BTC is simple, stable, and irreplaceable. $ETH complexity and governance disputes make it less so.

Not even the Dot-Com Bubble reached this: The S&P 500 Price-to-Book ratio just hit a record 5.3x—surpassing the peak of 2000. For context, the long-term average is only around 2.0x. How does this story end? History says valuation extremes usually correct by prices falling hard.

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Breaking: Renaissance Technologies’ Q2 filings show cuts to $PLTR and $HOOD, plus new positions in UnitedHealth $UNH and Bitcoin. If you think $UNH will hit $500 by the end of 2025, hit the like button. If you think $UNH will hit $1,000 by the end of 2030, hit the repost button.

BREAKING: President Trump accuses JP Morgan $JPM and BofA $BAC of “discriminating against” him. Both stocks are falling in pre-market trade as a result. The system is turning on its creators. Meanwhile, the 10-year yield $TNX remains within the same range seen during 2002–2007.

$VIX near yearly lows signals low S&P 500 volatility and high market confidence. This suggests low investor anxiety, reflecting market confidence and stability. However, historically, extreme VIX lows can precede sharp spikes if unexpected events occur. Should you buy $UVXY now?

Big tech earnings on tap. $VXN Nasdaq 100 volatility index lowest since Feb 13. The S&P 500's CAPE Ratio is about to cross above 38 for the 3rd time in history, now higher than 98% of historical valuations. $SPX

The market has become a casino: retail 0DTE option trading is surging, nearing two-thirds of daily option volumes. Retail brokers are cashing in on options PFOF, while retail traders are mere pawns. Meanwhile, the true players are quietly stacking sats and shaping the future.

A repeat of the dotcom bubble seems plausible. Trump’s push to boost the market, including his call for rates to drop by three points, suggests a focus on short-term gains. He aims to claim credit for a soaring market, seemingly ignoring the potential for a future financial crash