Key Insights and Conclusions: - Economic Boom: Robust employment and accelerating corporate revenue growth underpin a booming U.S. economy. - Fed Leadership Shift: Kevin Walsh’s supply-side orientation departs from prior Fed doctrines, challenging the Phillips Curve and emphasizing productivity to control inflation. - Inflation Outlook: Multiple indicators (Trueflation, core PPI, unit labor costs) point toward rapid disinflation, accelerated by declining oil prices and rising productivity. - Monetary Policy: Quantitative tightening and cautious bank lending limit inflationary pressures from the credit system; yield curve signals moderate inflation expectations. - Global Currency and Treasury Dynamics: Foreign central-bank treasury sales to defend currencies expand dollar liquidity but also hint at emerging market vulnerabilities. - AI and Investment Boom: Major capital flows into AI infrastructure signal a transformative industrial investment cycle, with significant returns already visible. - Labor Market Dynamics: Future labor shortages, boosted entrepreneurship via AI, and demographic shifts will reshape wage and employment landscapes. - Housing and Consumer Trends: Housing affordability crises persist, dampening sentiment despite resilient consumption. - Financial Markets: Equity markets show strength relative to gold; credit markets remain stable despite isolated stresses. - Policy Risks: The Fed’s past mistakes underline the importance of supply-side focus and carefully calibrated interest rate shifts under Walsh’s stewardship. https://youtu.be/Z2M8sxjxxgE

Highlights - 📉 US stocks fell sharply despite a strong jobs report. - 📈 VIX jumped 39%, signaling increased market volatility. - 💼 The US added 172,000 jobs vs. the expected 80,000; unemployment steady at 4.3%. - 📊 Bond yields, especially the 2-year and 10-year Treasuries, rose significantly. - 🔄 Strong jobs market raises doubts about near-term Fed rate cuts. - 📉 Bond prices fall as yields rise due to expectations of higher future rates. - 🏠 Rising yields affect mortgage rates, corporate borrowing, and stock valuations. https://youtu.be/p_u2JDL3Wbk

The Roundhill Memory ETF (Ticker: DRAM) launched on April 2 of this year. It already has $12 billion in assets under management, becoming the fastest ETF in history to cross above $10 billion.

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Trade on NVDA Max Profit $910 Max Loss $90