My Investing Muse Layoffs, closures and Delinquencies Yes, recent reports from sources like The Guardian and KWCH confirm the Washington Post is laying off about one-third of its staff across departments as of February 4, 2026. It has been owned by Jeff Bezos since 2013 - Grok Amazon cuts nearly 2,200 Washington jobs - MacroEdge Spoke to an exec at a Fortune 500 company that is undergoing significant layoffs, but hasn’t yet announced to that effect. It’s getting very rough out there for workers. - X user Andrew Yang Canada’s economy lost 24,800 jobs in January. - X user Watcher Guru JUST IN: In a bombshell announcement, UN Secretary-General António Guterres has issued a dire warning: “the United Nations is on the brink of total collapse” if the United States, which contributes approximatel
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(Part 5 of 5) - My investing muse (09Feb2026) - much contemplations
(Part 5 of 5) - My investing muse (09Feb2026) - much contemplations
(Part 4 of 5) News and my thoughts from the past week (09Feb2026)
News and my thoughts from the past week (09Feb2026) If Bitcoin hit $8K, Microstrategy will be completely liquidated - X user Zee US M2 money supply is SKYROCKETING: The US money supply hit a record $26.7 TRILLION at the end of 2025. In 2.5 years, M2 has surged a massive $4 TRILLION. The value of the US Dollar is eroding at a record pace. - X user Global Markets Investor A former World Bank president has sounded the alarm, revealing that the Federal Reserve has lost over a trillion dollars—and counting—turning it into nothing more than a massive hedge fund for the rich and powerful. He claims the Fed is borrowing money from banks at 5.4% interest, then pouring it into government bonds, creating the illusion that the government’s financial situation is better than it actually is. He warns th
(Part 4 of 5) News and my thoughts from the past week (09Feb2026)
(Part 3 of 5) - S&P500 outlook (09Feb2026) - most indicators are bullish?
Market Outlook of S&P500 (09Feb2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator has completed a top crossover, which implies a bearish outlook. Moving Averages The price action, as depicted by the candlesticks, is currently situated above the 200-day moving average (MA) lines. The last candle is sitting right on the 50-day moving average (MA) line. This positioning indicates a bullish trend in the long-term outlook and probable changes to the short-term trend. Both the 50 MA and the 200 MA are trending upward, reinforcing the positive trend. Exponential Moving Averages (EMAs) The three Exponential Moving Averages (EMA) lines have completed a converging pattern and are now showing a bearish outlook. Chaikin Money Flow (CMF) The
(Part 3 of 5) - S&P500 outlook (09Feb2026) - most indicators are bullish?
Earnings Calendar (09Feb2026) - is it time for Coinbase?
Earnings Calendar (09Feb2026) There are a few interesting earnings in the coming week, which include Coca-Cola, Robinhood, CVS Health, Ford, Cisco, HubSpot, McDonald’s, Coinbase and Moderna. Let us take a look at Coinbase. Over the past year, Coinbase’s stock price has experienced a sharp decline, falling by 41%. The company’s current price-to-earnings (P/E) ratio stands at approximately 14.29, which may indicate that the stock is valued attractively relative to its earnings. Technical analysis currently suggests a “strong sell” recommendation for Coinbase, highlighting bearish momentum in the stock’s price action. In contrast, analyst sentiment is generally positive, with a consensus rating of “buy.” Furthermore, the average price target of $331.49 implies a substantial potentia
Earnings Calendar (09Feb2026) - is it time for Coinbase?
(Part 1 of 5) - Economic Calendar (09Feb2026)
Economic Preview: Key Data Releases for January 2026 (week of 09Feb2026) Retail Sales Retail sales data for December is scheduled for release, with the forecast indicating moderate growth at 0.4%. This suggests steady consumer spending as the year closes. Labour Market Indicators Average hourly earnings are expected to show a 0.3% increase, reflecting wage growth. The non-farm payrolls for January are forecasted at 70,000, highlighting a moderate pace of job creation. The unemployment rate for January is expected to remain unchanged from the previous month at 4.4%, signalling some stability in the labour market. Energy and Bond Markets Crude oil inventories previously saw a significant drawdown of over 3.4 million barrels. On the fixed income side, both the 10-year note and the 30-year bon
(Part 1 of 5) - Economic Calendar (09Feb2026)
Top Hong Kong Dividend stocks (extracted from Trading View, sorted by Dividend yield). Please do your due diligence before investing. Fundamentals are still essential. $Sun Art Retail Group Ltd.(SURRY)$
Preview of the week starting 09Feb2026 - time for Coinbase?
Economic Preview: Key Data Releases for January 2026 (week of 09Feb2026) Retail Sales Retail sales data for December is scheduled for release, with the forecast indicating moderate growth at 0.4%. This suggests steady consumer spending as the year closes. Labour Market Indicators Average hourly earnings are expected to show a 0.3% increase, reflecting wage growth. The non-farm payrolls for January are forecasted at 70,000, highlighting a moderate pace of job creation. The unemployment rate for January is expected to remain unchanged from the previous month at 4.4%, signalling some stability in the labour market. Energy and Bond Markets Crude oil inventories previously saw a significant drawdown of over 3.4 million barrels. On the fixed income side, both the 10-year note and the 30-year bon
Preview of the week starting 09Feb2026 - time for Coinbase?
“When is the crash coming?”
I got this extract from the author of “Rich Dad, Poor Dad”. Is this realistic? Or is this too negative? People keep asking me: "When's the crash coming?" I tell them: It's already here. You're just not watching. Debt doesn't crash like the movies. No dramatic explosion. No sirens. It rots from the inside out. First the little guy gets squeezed. Credit cards. Car loans. "Consumers are struggling." Then commercial real estate. Buildings can't refinance. Quietly. Then small banks start disappearing. You don't hear about it because they get "merged." Then government steps in with bailouts and fancy names for the same old con. By the time CNBC is screaming CRISIS, the smart money already moved. The crash happens in slow motion while everyone's waiting for the big bang. And who gets destroyed? S
$Grayscale Bitcoin Mini Trust(BTC)$
(Part 4 of 4) - my investing muse - Layoffs, how else to value S&P500?
My Investing Muse Layoffs, closures and Delinquencies Oracle is considering slashing up to 30,000 jobs as the company struggles with the cost of its AI build-out. - X user Markets & Mayhem Peloton looks to cut about 11% of its workforce. - Bloomberg US layoffs have surged to recessionary levels: US employers announced 1,206,374 job cuts in 2025, up +58% YoY, the highest since the 2020 Crisis. Excluding 2020, this was the worst year since the 2008 Financial Crisis. - X user Global Markets Investor Chemical maker Dow is cutting 4,500 jobs and will rely on AI. - X user MacroEdge My Final Thoughts Here is the S&P 500 denominated in gold (i.e., the S&P 500 to Gold Ratio), which shows how many ounces of gold are equivalent to the S&P 500 index level at month-end closes (or closes
(Part 4 of 4) - my investing muse - Layoffs, how else to value S&P500?
(Part 3 of 4) -News and my thoughts from the past week (02Feb2026) > Ray Dalio Big Cycle, OpenAI, more
News and my thoughts from the past week (02Feb2026) Several explosions were reported just now in Tehran and other cities in Iran. - X user Jesse Cohen The U.S. Senate passes a bill to fund the government, averting an imminent shutdown. The legislation now moves to the House. Seems like the Government shutdown is over (for now). - X user Conflict Alarm Ray Dalio just said the quiet part out loud. "If you depreciate the money, it makes everything look like it's going up." The Stock Market boom is a lie. We are witnessing the death of the Dollar, not the growth of the economy. 99% of people have no idea. - X user Bark 26.4% of US federal debt is maturing within 12 months, near the highest % in 26 years, according to Tavi Costa's analysis. This is about $10 TRILLION of debt. - X user Global Ma
(Part 3 of 4) -News and my thoughts from the past week (02Feb2026) > Ray Dalio Big Cycle, OpenAI, more
(Part 2 of 4) - Market outlook of S&P500 (02Feb2026)
Market Outlook of S&P500 (02Feb2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator has completed a top crossover, which implies a bearish outlook. Moving Averages The price action, as depicted by the candlesticks, is currently situated above both the 50-day and 200-day moving average (MA) lines. This positioning indicates a bullish trend in both the short-term and long-term outlooks. Furthermore, both the 50 MA and the 200 MA are trending upward, reinforcing the positive trend. Exponential Moving Averages (EMAs) The three Exponential Moving Averages (EMA) lines have yet to converge. We can expect a change from the current bullish trend after the 3 lines have completed their overlap. Currently, EMA is suggesting a more bullish outl
(Part 2 of 4) - Market outlook of S&P500 (02Feb2026)
(Part 1 of 4) - Economic & Earnings Calendar - Opportunity in BNPL with AFRM? (02Feb2026)
Economic Preview: Key Data Releases for January 2026 (week of 02Feb2026) Consumer Price Index (CPI) Update The Consumer Price Index (CPI) data is scheduled for release in the coming week. Previously, the year-on-year CPI was reported at 2.7%. This data is significant as it provides insight into the current inflation rate, a critical economic indicator. Market volatility is expected around the release, given CPI’s role in reflecting inflation trends. Controlling inflation remains a central focus for the Federal Government, which has set a target rate of 2%. Existing Home Sales for January Another important economic indicator to be released is the existing home sales data for January. The previous report showed a figure of 4.35 million. The upcoming data will offer valuable insight into the
(Part 1 of 4) - Economic & Earnings Calendar - Opportunity in BNPL with AFRM? (02Feb2026)
(Full article) Preview of the week starting 02Feb2026
Economic Preview: Key Data Releases for January 2026 (week of 02Feb2026) Consumer Price Index (CPI) Update The Consumer Price Index (CPI) data is scheduled for release in the coming week. Previously, the year-on-year CPI was reported at 2.7%. This data is significant as it provides insight into the current inflation rate, a critical economic indicator. Market volatility is expected around the release, given CPI’s role in reflecting inflation trends. Controlling inflation remains a central focus for the Federal Government, which has set a target rate of 2%. Existing Home Sales for January Another important economic indicator to be released is the existing home sales data for January. The previous report showed a figure of 4.35 million. The upcoming data will offer valuable insight into the
(Full article) Preview of the week starting 02Feb2026
Paper profits are not profits until they are realized.
how else to value S&P500
Here is the S&P 500 denominated in gold (i.e., the S&P 500 to Gold Ratio), which shows how many ounces of gold are equivalent to the S&P 500 index level at month-end closes (or closest available data). This is calculated as S&P 500 index ÷ gold price per ounce (USD).Current/latest (as of late January 2026, around January 25–28): Approximately 1.32–1.37 ounces of gold (sources like Longtermtrends report 1.32 on Jan 25 with S&P ~6,979 and gold ~$5,282; slight variations exist due to exact daily closes). The ratio has trended downward over the last 6 months, reflecting gold's strong outperformance (gold surged significantly while the S&P 500 showed more modest/net flat changes in relative terms). At end of July 2925, this index is 1.90 when S&P500 stood
how else to value S&P500
Latest Meta earnings $Meta Platforms, Inc.(META)$ from X user Economyapp Meta Q4 FY25: 👨👩👧👦 Daily active people +7% Y/Y to 3.58B. 👀 Ad impressions +18% Y/Y. • Revenue +24% Y/Y to $59.9B ($1.4B beat). • EPS $8.88 ($0.66 beat). • FY26 Capex $115-135B (vs. $72B in FY25). Is Meta going for $800?
Tesla earnings summary by X user Economyapp Tesla Q4 FY25: • Revenue -3% Y/Y to $24.9B ($0.1B beat). • Gross margin 20% (+4pp Y/Y). • Operating margin 6% (flat Y/Y). • Capex -14% Y/Y to $2.4B. • Free cash flow -30% Y/Y to $1.4B. • Non-GAAP EPS $0.50 ($0.05 beat). Tesla stocks was soaring after the latest earnings.
Microsoft Q2 FY26 earnings (Dec. quarter): ☁️ Azure +38% fx neutral. • Revenue +17% Y/Y to $81.3B ($1.0B beat). • Gross margin 68% (-1pp Y/Y) • Operating margin 47% (+2pp Y/Y). • Non-GAAP EPS $4.14 ($0.22 beat). • $10B gains from investments in OpenAI. Data and earnings chart are from X user economyapp. The stock fell since earnings was announced. Expect some volatility.
10 of the Best Undervalued International Stocks to Buy
10 of the Best Undervalued International Stocks to Buy These 10 international companies from the Morningstar Global Markets ex-US Moat Focus Index look undervalued as of Jan. 15, 2026. Taiwan Semiconductor Manufacturing TSM Gildan Activewear GIL Ambev ABEV Yum China YUMC Rogers Communications RCI Sanofi SNY Fresenius Medical Care FMS Koninklijke Philips PHG NetEase NTES Tencent Holdings TCEHY For those comfortable investing in individual stocks, Morningstar’s strategy for stock investing applies around the globe. First, favor companies with durable competitive advantages, or economic moats. These companies should be able to fend off competition and outearn their costs of capital for years to come. Then, buy these companies when their stocks are trading below what they’re worth—in our parla
10 of the Best Undervalued International Stocks to Buy
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