Executive Summary
*Headline Round Up! A global fast paced tour of the financial markets and top headlines this week.
*Your House Appreciation: North Texas Boom Tightens Real Estate Market.
*The Texas Energy Infrastructure Revolution: The global energy crisis of 2026-2027.
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Financial Headline Round Up!
*TEXAS! DFW #1 Company Relocation Destination.
*TEXAS! North Texas Home Prices Bounce!
*TEXAS! Meta and Blackrock Partner on $14 Billion El Paso Data Center.
*TEXAS! Energy Stockpiles Dwindle to Critical Levels.
*Surprise! Big Companies Need MORE People to Work Alongside AI. Weekly Net Job Growth Continues.
*Nasdaq Smack! July Correction.
*JP Morgan: S&P Now Flashing A Buy Signal!
*Uh Oh! 30 Year US Treasury Yield Highest Since 2007.
*Economic Growth Slows to 1.5%, Below Average.
*Cashing Out! Nvidia, CoreWeave, And Other Executives Sell Hundreds of Millions Worth of Stock.
*Iran Hits Amazon Data Centers in Bahrain.
*Siri AI Smart Home Echo Show Launching. Is Your Facebook Psychic or Is Siri Listening?
*PPG and Sherwin Williams Cashing in On Data Center Build Out.
*Saudi Prince Takes 5% Stake in Loss Generating Lucid.
*Zoox! Amazon Gets Approval for 5,000 Robotaxis.
*Strategy! What’s The Strategy?
*CAVA Indigestion. A $2.2 Billion insider Trading Case
*Overspending: SK Hynix Falls 24% in 3 Weeks Since ADR Launch.
*META Facebook Faceplant!
*Hedgie Wedgie: AI Investor, Leopold Aschenbrenner Unwinds all Public Stock Positions After Steep Losses.
The Charts and Graphs Featured in This Week’s Show
Netherlands TTF Natural Gas Futures Pricing in USD/MMBtu (1/1/2026 – 7/31/2026)
– Courtesy of Bloomberg LP
S&P 500 Index Member Ranked Returns (6/30/2026 – 7/31/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust (12/31/2025 – 7/31/2026)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 (7/1/2026 – 7/31/2026)
– Courtesy of Bloomberg LP
Meta Platforms Inc (12/31/2025 – 7/31/2026)
– Courtesy of Bloomberg LP
State Street Energy Select Sector SPDR ETF (12/31/2025 – 7/31/2026)
– Courtesy of Bloomberg LP
S&P 500 Index Earnings Analysis (5/16/2026 – 8/15/2026)
– Courtesy of Bloomberg LP
