Executive Summary
*Shocking Projected Spike in Q3 Economic Growth according to GDPNow. Record Q2 Earnings Growth.
*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.
*The Ultimate Wealth Management Performance Report.
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Financial Headline Round Up!
*Boom! Q3 Economic Growth Spikes: 5.9% According to Atlanta Fed.
*AI Boom Transforming American Economy.
*Manufacturing Jumps to 4 Year High in July.
*TEXAS! SpaceX Accomplishment? 550% Increase in Capital Expenditures. Another $100 Billion in Stock Eligible for Sale.
*TEXAS! Anthropic and Google Borrow $15 Billion for Hubbard, Texas Data Center.
*Situational Awareness! Portfolio Collapsed As Wedding Guests Arrived: Citadel’s Portfolio Purchase Leads to a 14% July Gain.
*Real Estate Protegees: Undergraduates at Indiana Book 65% Profit on Warehouse Investment.
*AI Wild Ride: Sandisk Chopped in Half Before Reporting 134 Fold Gain in Profit.
*The 2026 Collapse in Japanese Yen Value and US Intervention? Carry Trade Impacts?
*Caterpillar Becomes Natural Gas Turbine AI Dynamo.
*Toast: 45% Profit Growth.
*Nvidia CEO Jensen Huang: Tesla and xAI “Perfect Position,” Massive Computing Power, Real-World Driving Data, and xAI Foundation Models.
*Overleveraging of the Week: HUT 8 Closes $4.25 Billion Bond Offering.
*IBM Claims New Era of Quantum Advantage.
*Big Law Big Money! $20 Million Per Year?
*Stoooopid Things: Live Shopping App Whatnot’s Auctions Have Some Users Bidding Until They Are Broke.
The Charts and Graphs Featured in This Week’s Show
US Dollar versus Japanese Yen (8/7/2025 – 8/7/2026)
– Courtesy of Bloomberg LP
Palantir Technologies Inc (8/8/2023 – 8/7/2026)
– Courtesy of Bloomberg LP
Paycom Software Inc (8/8/2023 – 8/7/2026)
– Courtesy of Bloomberg LP
Salesforce Inc (8/8/2023 – 8/7/2026)
– Courtesy of Bloomberg LP
State Street SPDR S&P 500 ETF Trust (12/31/2025 – 8/7/2026).
– Courtesy of Bloomberg LP
Recurrent MLP Infrastructure Fund (12/31/2025 – 8/7/2026).
– Courtesy of Bloomberg LP
S&P 500 Index Earnings Analysis (5/16/2026 – 8/15/2026)
– Courtesy of Bloomberg LP
