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312 Topics:
· July jobs report came in weaker than expected with higher unemployment rate
· Historical pattern suggests potential weakness in mid-to-late summer through mid-fall before Q4 rally.
· Tariff & Commodity News
· Data Center Energy Consumption
· Buy Now, Pay Later Trends
· Earnings Season Volatility
Show Notes:
Post on X from Jason Goepfert on 7.31.25 -
https://x.com/jasongoepfert/status/1950972585480745304?
Post on X from Nautilus Research on 7.7.25 with an update on the 4-year election cycle for the S&P 500 - https://x.com/NautilusCap/status/1942202402414743758
Post on X from Renaissance Macro Research on 7.30.25 - https://x.com/RenMacLLC/status/1950646263969632257
Data Center Energy Usage
Source: Zero Hedge X Post
https://x.com/matthewcjessup/status/1949884142583267793
Missed Payments Rising
Source: The Kobeissi Letter X Post
https://x.com/KobeissiLetter/status/1949476483346350323
Strong Earnings Reactions
Source: Mike Zaccardi X Post, BOFA
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