News and my thoughts from the past week (24Aug2026) I don't know what's worse, knowing 70% of U.S. GDP is the AI bubble... Or knowing that 70% of U.S. GDP is entirely funded by private credit and retirement funds. - X user Financelot Canada suspends trade talks with US and says it will match tariffs dollar for dollar. - X user Watcher Guru Meta’s former engineering director is back on the stand, and his testimony is as brutal as the courtroom drawing of him. Whistleblower Arturo Bejar says Meta knew young users were being harmed at “extraordinarily high rates” but its own tracking failed to capture the real damage. He told jurors parents “would have wanted to have known” what the company knew. The case accuses Meta of addicting kids, worsening anxiety and depression, and illegally collecti

Market Outlook of S&P500 (24Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 200-day (MA200) moving average line. This pattern indicates a bullish shift in the long term. With the last candle sitting on the MA50 line, this implies a potential trend change in the shorter term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend with a potential for reversal. Chaikin Money Flow CMF index shows a score of -0.04. This impl

Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th

Economic Preview: Key Data Releases (week of 24Aug2026) Consumer Sentiment CB Consumer Confidence for August is forecast at 90.3, suggesting softer consumer sentiment toward the market. This figure can serve as a useful reference point for assessing the strength of household confidence and broader market expectations. Housing Market New Home Sales for July are expected to come in at 620,000 units, slightly below the previous month. The result will provide a reference point for evaluating current conditions in the real estate market. Inflation and Federal Reserve Focus The most closely watched release in the coming week is likely to be the July PCE Price Index. The year-on-year forecast stands at 3.3%. As the Federal Reserve’s preferred inflation gauge, this data will be closely monitored b

News and my thoughts from the past week (17Aug2026) OpenAI lost its chief revenue officer, its COO, its product chief, its VP, its head of marketing, its head of ethics, its head of safety, and its chief futurist in the span of a few months. The CRO, Denise Dresser, left after eight months and walked away from what would've been a huge IPO payout. OpenAI is valued at $852 billion and filed its IPO paperwork in June. Investors told CNBC they were surprised by Dresser's exit. - X user Hedgie Fed official Hammack calls to immediately raise interest rates. - X user Watcher Guru Jamie Dimon warns America could lose its reserve currency status within 25 years. @TigerStars $Vanguard S&P 500 ETF(VOO)$<

Market Outlook of S&P500 (17Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend. Chaikin Money Flow CMF index shows a score of -0.06. This implies more selling momentum than buying momentum. Other Technical Analysis Based on the daily interval, technical a

Earnings Calendar (17Aug2026) Next week’s earnings calendar includes Home Depot, Baidu, Klarna, Walmart and Alibaba. This section focuses on Klarna, given its relevance to consumer finance, digital payments and credit risk. Klarna offers Buy Now Pay Later (BNPL) services, a reference for consumer debt. Business and Credit Relevance Klarna is a digital bank and payments provider offering pay-in-full, buy-now-pay-later, longer-term financing, banking products and merchant tools across major international markets. Its credit relevance lies in its consumer financing model: it extends payment terms, manages repayment risk and depends on customer credit quality, funding costs and merchant transaction volumes. For credit assessment, the key areas to monitor are underwriting discipline, loan perfo

Economic Preview: Key Data Releases (week of 17Aug2026) Federal Reserve Focus The FOMC meeting minutes will be released this week and will be closely watched for signals on the Federal Reserve’s policy outlook. Investors will look for guidance on how policymakers are assessing inflation, employment conditions, and the likely path of interest rates. Key Economic Indicators Philadelphia Fed Manufacturing Index: The August reading will be released this week. The previous figure stood at 41.4, indicating contraction in the sector. Initial Jobless Claims: The latest claims data will also be announced, following a previous reading of 209,000. This will be an important labour-market indicator as the Federal Reserve balances inflation control with employment conditions. Crude Oil Inventories: Inve

News and my thoughts from the past week (10Aug2026) Amazon is building a natural gas plant in Pecos County, Texas, to power an AI data center. Its permits allow 33 million tons of carbon dioxide a year, which would make it the single largest source of climate pollution in the country. For comparison, the dirtiest plant operating in America today emits about 16 million tons, so Amazon's is permitted for roughly double that. Amazon co-founded The Climate Pledge in 2019 and promised net-zero emissions by 2040. - X user Hedgie Jamie Dimon warns America could lose its reserve currency status within 25 years. - X user Whale Insider Meta CTO Andrew Bosworth told employees that AI productivity gains should go into more work, not more time off. When a staffer asked about bringing back extra vacatio

Market Outlook of S&P500 (10Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This is showing a bearish trend. Chaikin Money Flow CMF index shows a score of 0.00, which implies buying momentum cancelling out the selling momentum. Other Technical Analysis Based on the daily interva

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be passed on to consumers.

My Investing Muse (03Aug2026) Layoffs, closures and Delinquencies Between July 27 and August 2, 2026, the tide of restructuring swept through industries with quiet force, as Porsche sealed an agreement to shed five thousand more roles toward a nine-thousand total by 2035 amid fading demand. Yet several claimed cuts fell just before the window: Centrica’s thirteen hundred, Telefónica Germany’s eleven hundred store-closing plan, K&L Gates’ ten-percent non-lawyer trim, and Amazon’s cloud software reductions had already echoed days earlier, while Intel’s Data Center moves and Magic Leap’s nearly two-hundred waveguide pivot gained only confirmatory notes within the week. Fresh waves arrived nonetheless—BMW offering voluntary exits for up to eight thousand German administrative and research

News and my thoughts from the past week (03Aug2026) To prevent Japan from selling even more US assets, he joined Japan in a massive coordinated intervention. But instead of selling USD, the US sold EUR. To keep this war going, the US has to bail out major holders of US assets to prevent them from selling... especially Treasuries. - X user Lukas Ekwueme More than 1.2 million leveraged retail trading accounts in South Korea triggered margin calls as ​of July 13th, with an estimated 320,000–360,000 accounts fully liquidated, per Goldman Sachs. This means around 3.4% of the adult ⁠population in South Korea has received margin calls. The KOSPI is currently down another ~18% since July 13th. We believe that the total number of fully liquidated accounts is now above 500,000. - X user The Kobeissi

Market Outlook of S&P500 (03Aug2026) Technical Analysis Overview Source: Yahoo Finance dated 02Aug2026 MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 200-day (MA200) moving average but cut the 50-day (MA50) moving average. This pattern indicates a bullish shift in the long term and uncertain in the short term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This is showing a bearish trend. Chaikin Money Flow The CMF index shows a score of 0.09, indicating more buying momentum than sell