S&P 500 hit 6,345 in July. That number feels thin. A 50% drop lands it near 3,173. Still above 2019. Doesn’t matter. No one’s hedged for that kind of altitude loss.
Fed's Cook: I am concerned about market valuations
— FinancialJuice (@financialjuice) August 6, 2025
Fairlead sees more selling. No timeline. Just “likely.” MACD’s broken. Stochastics too. https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-signal-correction-technical-analysis-sp500-2025-1
Fed’s July report dropped “resilient system.” That phrase was standard. Now it’s gone. No comment. No footnote.
https://www.federalreserve.gov/publications/files/cybersecurity-report-202507.pdf
Trump’s tariff rollout hit 68 countries. Rates up to 50%. Canada’s spike blamed on fentanyl.
CBS confirmed the expansion. “Trump formally announced higher tariffs against more than 60 trading partners.” https://www.cbsnews.com/news/trump-trade-deals-tariffis-deadline/
Yale Budget Lab says households could take a $2,700 hit in 2025. That’s before retaliation. https://www.msn.com/en-us/money/markets/trump-s-tariff-deadline-is-august-1-here-s-what-could-immediately-cost-more-from-food-to-electronics/ar-AA1JeHrx
California wholesale produce costs jumped 7.4% in early August. Distributors blame Latin American tariff recalculations. Retail prices haven’t moved. Yet. https://www.newsweek.com/donald-trump-tariffs-california-food-prices-2055394
No one’s modeling the combo. Valuation collapse plus tariff inflation. Everyone’s siloed. Everyone’s pretending it’s manageable.
Literally every company has beat earnings.
Every. Single. One.
You just have to be max long here.
Inflation is gonna keep pushing earnings (and stock prices) up.
Only people that get hurt are the poors either no equity exposure or those sitting in bonds/cash.
— Zoomer (@zoomyzoomm) August 6, 2025
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