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    • KYHBKOKYHBKO
      ·07-19 22:54

      (Part 4 of 4) My investing muse (20jul26) - of wars and AI

      My Investing Muse (20Jul2026) Layoffs, closures and Delinquencies GOOGLE WORKERS ARE BRACING FOR LAYOFFS. 4,500 signed a petition demanding guaranteed severance and an end to performance quotas. 100+ rallied at HQ to deliver it to CEO Sundar Pichai. 4 in 10 tech workers now say they fear being laid off within a year. - X user Layoff Hedge "Millions of Americans want jobs but can't find them, and the number now exceeds the Great Financial Crisis," per Benzinga The total number of job cuts attributed to AI are 87,714 2026, per Challenger and Gray. This is 22% of all 2026 layoffs. - X user Unusual Whale "Midsize companies that employ millions of workers are now shedding jobs and relocating overseas to cut costs," per WSJ Summary of news (compiled by Gemini) The week starting July 13, 2026, sa
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      (Part 4 of 4) My investing muse (20jul26) - of wars and AI
    • KYHBKOKYHBKO
      ·07-19 22:53

      (Part 3 of 4) - News from the last week (20Jul2026)

      News and my thoughts from the past week (20Jul2026) Meta is having a moment... again. Facebook, Instagram, and Messenger are glitching for users around the world, with desktop Facebook logins failing and Instagram throwing up “something went wrong” messages. The apps appear to be working for some people, so this isn’t a total blackout, just enough chaos to make everyone wonder whether they’ve been hacked. Nope. Meta is simply falling apart again. Source: The Independent / Writer: Ian The US is spending $50 billion on data center construction, exceeding the combined spending on airports, ports, and mass transit, per Bloomberg. "We replaced Salesforce with a vibe-coded CRM built for our own workflows. The custom system integrated our AI agents more effectively, worked better for the team, an
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      (Part 3 of 4) - News from the last week (20Jul2026)
    • KYHBKOKYHBKO
      ·07-19 22:51

      (Part 2 of 4) - Market outlook of S&P500 (20Jul2026)

      Market Outlook of S&P500 (20Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 just completed a crossover and is on a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.16, indicating that the market has more buying momentum than selling momentum. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above 200-day (MA200) moving average but just cut the 50-day (MA50) moving average. This pattern indicates a bullish shift in both the long term and a probable trend change 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. E
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      (Part 2 of 4) - Market outlook of S&P500 (20Jul2026)
    • KYHBKOKYHBKO
      ·07-19 22:50

      (Part 1 of 4) - Economics and Earnings Calendar (26Jul26) - Blackstone - to sink or swim?

      Economic Preview: Key Data Releases (week of 20Jul2026) Several major data releases are due in the coming week, each offering insight into demand conditions, labour-market momentum, the housing sector, and the broader economic outlook. Crude oil inventories: Markets typically view this release as a gauge of consumption trends, particularly from the perspective of major oil companies. Initial jobless claims: The latest claims data will be released after a previous reading of 208,000. This remains one of the key labour-market indicators the Federal Reserve monitors when assessing upcoming interest-rate decisions. New home sales: June new home sales will be released following a previous reading of 580,000 units. The data will serve as an important barometer for the health of th
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      (Part 1 of 4) - Economics and Earnings Calendar (26Jul26) - Blackstone - to sink or swim?
    • KYHBKOKYHBKO
      ·07-19 22:42

      (Full Article) - Preview of the week (20Jul2026) - starts with Blackstone

      Economic Preview: Key Data Releases (week of 20Jul2026) Several major data releases are due in the coming week, each offering insight into demand conditions, labour-market momentum, the housing sector, and the broader economic outlook. Crude oil inventories: Markets typically view this release as a gauge of consumption trends, particularly from the perspective of major oil companies. Initial jobless claims: The latest claims data will be released after a previous reading of 208,000. This remains one of the key labour-market indicators the Federal Reserve monitors when assessing upcoming interest-rate decisions. New home sales: June new home sales will be released following a previous reading of 580,000 units. The data will serve as an important barometer for the health of the real estate m
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      (Full Article) - Preview of the week (20Jul2026) - starts with Blackstone
    • KYHBKOKYHBKO
      ·07-13

      (Part 4 of 4) News and my investing muse for the week starting 13Jul26

      News and my thoughts from the past week (13Jul2026) From X user Katie Miller: OpenAI’s last 24 hours: > Top Exec unexpectedly departs > Shuts down browser tool after 9 months > Sued for trade theft by Apple > Caught selling product to China against sanctions OpenAI is shutting down Atlas, its standalone AI browser, less than a year after launch. The company announced the deprecation alongside ChatGPT Work, a desktop superapp that folds browser capabilities into the main ChatGPT app. Atlas joins Sora and the shelved adult mode as products OpenAI has quietly walked away from in recent months. - X user Hedgie A Brown University economics professor made his take-home midterm harder than usual, figuring unlimited time justified it. 86 students enrolled, up from a typical 8 to 30.
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      (Part 4 of 4) News and my investing muse for the week starting 13Jul26
    • KYHBKOKYHBKO
      ·07-13

      (Part 3 of 4) S&P500 outlook (13Jul2026)

      Market Outlook of S&P500 (13Jul2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.14, indicating the market has more buying momentum than selling. 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 averages. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) lines are showing a bullish outlook
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      (Part 3 of 4) S&P500 outlook (13Jul2026)
    • KYHBKOKYHBKO
      ·07-13

      (Part 2 of 5) - Earnings Calendar for week starting 13Jul26 > looking at Netflix

      Earnings Calendar (13Jul2026) The earnings season starts with the financial institutions with some of the biggest bank giants: Citi, Goldman Sachs, Wells Fargo, JP Morgan. Other key earnings will include BlackRock, Intuitive Surgical, Netflix, United, TSMC and Wise. The importance of the banking earnings (compiled with help from Grok and Gemini) The big banks (JPMorgan, Citi, Wells Fargo, Goldman Sachs) kick off earnings season as the ultimate macroeconomic health check. Because they sit at the center of capital flow, their financial results serve two critical functions: Main Street Health Check: Metrics like credit card spending, loan delinquencies, and credit loss provisions reveal the true financial stamina and default risks of the American consumer. Wall Street Sentiment: Inv
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      (Part 2 of 5) - Earnings Calendar for week starting 13Jul26 > looking at Netflix
    • KYHBKOKYHBKO
      ·07-13

      (Part 1 of 4) Economic Calendar - week starting 13Jul26

      Economic Preview: Key Data Releases (week of 13Jul2026) Key Economic Data to Watch The most closely watched release in the coming week will be the June Consumer Price Index (CPI). Core CPI is forecast to rise by 0.3% month on month, making it a key indicator for inflation trends and market expectations. China’s second-quarter GDP will also be announced. With the previous reading at 5.0%, the result will serve as an important gauge of China’s economic momentum and a useful reference point for global consumption trends. Inflation and Producer Costs The June Producer Price Index (PPI) will be another important release, with a forecast increase of 0.2%. PPI is a useful leading indicator for consumer inflation because higher producer costs may eventually be passed on to consumers through goods
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      (Part 1 of 4) Economic Calendar - week starting 13Jul26
    • KYHBKOKYHBKO
      ·07-12

      (Full article) Preview of the week (13Jul2026) - the Q2/2026 earnings season starts with banking

      Economic Preview: Key Data Releases (week of 13Jul2026) Key Economic Data to Watch The most closely watched release in the coming week will be the June Consumer Price Index (CPI). Core CPI is forecast to rise by 0.3% month on month, making it a key indicator for inflation trends and market expectations. China’s second-quarter GDP will also be announced. With the previous reading at 5.0%, the result will serve as an important gauge of China’s economic momentum and a useful reference point for global consumption trends. Inflation and Producer Costs The June Producer Price Index (PPI) will be another important release, with a forecast increase of 0.2%. PPI is a useful leading indicator for consumer inflation because higher producer costs may eventually be passed on to consumers through goods
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      (Full article) Preview of the week (13Jul2026) - the Q2/2026 earnings season starts with banking
       
       
       
       

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