ValueStockX

Stacker_Stocks

Both gold and the S&P 500 have doubled from May 2020

![](https://m.stacker.news/93306)

Bitcoin has had the same 5-year return as gold since 2000: +1085%

Eyes on Nvidia, OPEC, and box office blockbusters
FOMC Minutes, GDP, PCE, Bitcoin 2025

![](https://m.stacker.news/93216)

Volatility catalysts next week

“The rapid growth of this type of leverage has raised concerns for banking regulators, who have mostly watched on the sidelines as the private credit industry ballooned over the past decade.”

![](https://m.stacker.news/93061)

Link to article:

https://www.ft.com/content/01f36959-2813-4633-bb68-32287c01fdca

The Explosion of Private Credit and Regulators’ Concern

"I always like to refer to many managers in corporate America as renters of the asset, not the owners."

![](https://m.stacker.news/92953)

Another classic from Henry Kravis, co-founder of private equity firm KKR

It took more than 4 months, but that's Bitcoin's first ATH of Trump 2.0

It has already raised US$9 billion in 2025, with US$6.5 billion in the last month 


ETF already has US$ 66.9 billion under management, reinforcing institutional strength in $BTC .

![](https://m.stacker.news/92882)

$IBIT from BlackRock: top 5 ETFs in the US!

S&P 500 at start of Trump’s 2nd term vs. past few US presidents

"We're going after the One Big Beautiful Bill... If we don't get it... that means people will get a 68 percent tax increase, the biggest in history. And if we get it, we'll get the biggest tax cut in history."

![](https://m.stacker.news/92645)

Trump on tax cutting

No other major developed economy is under pressure to grow its GDP by nearly 5% simply to service its debt.

None.

This is a central pillar of the bearish case for the US dollar.

FX is a relative game and the urgency for rate cuts in the US is significantly higher than in other developed nations.

Some degree of yield curve control is likely to be implemented, in my view.

![](https://m.stacker.news/92638)

Moody's assessment is right.

As a result, electricity demand is poised to surge beyond anything seen in recent decades.

![](https://m.stacker.news/92544)

What needs to be emphasized:

This surge — driven by data center expansion, domestic manufacturing revival, and early electrification — is likely just the beginning.

It signals a larger, potentially unstoppable shift poised to transform the energy and industrial landscape.


The scale of this growth is unprecedented in recent decades and poses profound challenges for the nation’s aging grid infrastructure, which was not originally designed to accommodate such rapid increases.


While it may appear alarmist, the likelihood of a major disruption in electricity availability over the next five years is a risk that should not be underestimated.

Such a development could have systemic implications, comparable to a black swan event for global markets.


Consider the chart below — arguably one of the most critical issues policymakers must address.

It points to a looming and highly complex challenge:

We are on pace to add electricity demand equivalent to the entire current consumption of the US within just 5 years.

![](https://m.stacker.news/92545)


Equally significant is the sustained rise in Chinese electricity demand, a direct consequence of its role as the world’s manufacturing hub.

If the US pursues meaningful onshoring, it will further amplify domestic electricity consumption over the same period.


This raises a fundamental question:

Where will the additional electricity come from?

While nuclear, natural gas, solar, and coal are potential sources, an equally pressing issue remains:

Do we have the grid infrastructure needed to deliver and support this growing demand?

Wave of Growth in Electricity Demand

Fixed asset investment in mining now accounts for a mere 0.3% of GDP, a precipitous drop from nearly 20% in the mid-20th century.

![](https://m.stacker.news/92488)

Over the past several decades, the US mining sector has contracted dramatically:

During the election campaign, Trump defended fiscal balance, but since the beginning of the year the government deficit has grown by $173 billion compared to 2024.

This, added to the "Beautiful Tax Bill" that is being processed by the government, and which could increase the deficit by $5.2 trillion over the next 10 years, is the real reason, in my opinion, for Moody's downgrade.

Republican or Democrat, it doesn't matter, fiscal balance is no one's priority.


This Moody's downgrade may have minimal consequences for the stock market in the short term, but it strengthens the long-term thesis of rotation and divestment in the US.

![](https://m.stacker.news/92447)

Growing Deficit and the ‘Beautiful Tax Bill’: The U.S. Fiscal Storm

Michigan consumer sentiment (1st preview) came in awful: simply the lowest level since 1952, at 50.8. For comparison, the worst in recent years was in June 2022, at 55 points.
The inflation expectation for 1 year rose to 7.3% — this is the real world, not the Fed's world.
But don't worry: today's market makers (MM) shouldn't let anything fall too hard, at least in the morning. OPEX on calls is holding everything up, for now.

![](https://m.stacker.news/92175)

Michigan Consumer Sentiment Plummets

From 36 companies in 2022 to 97 in 2025, mining companies, big techs like Tesla and BTC-focused companies like Strategy, strengthen their balance sheets with Bitcoin.

The movement is global — from Wall St to Dubai!

BTC is the new corporate reserve! 

![](https://m.stacker.news/92159)

🌍 Almost 100 listed companies accumulate BTC!

![](https://m.stacker.news/92062)


https://x.com/KobeissiLetter/status/1923097151933989177

Meta stock, $META, falls -3% after announcing the delay of its flagship AI model

Construction_and_Engineering

Home builder confidence plunged six points in May to a reading of 34 in the NAHB/Wells Fargo Housing Market Index, the lowest reading since Dec. 2022 as the spring home buying season fizzled under high interest rates and home prices.

![](https://m.stacker.news/92052)

Home Builder Confidence Drops to Lowest Level Since 2022

"accounting can offer you a lot of insight into the character of management."

![](https://m.stacker.news/92036)

Buffett on why bad accounting practices are a red flag in companies

"its a confession, in our view, that you dont really understand the businesses that you own."

![](https://m.stacker.news/91997)

Buffett on diversification in your stock portfolio

High net worth clients are diversifying up to 5% of their wealth into $BTC

Movement indicates change in the preference of institutional investors.

![](https://m.stacker.news/91906)

UBS reveals: High-net-worth clients are shifting from dollar assets to $BTC

Netflix MAUs for its ad-supported plan rise to 94M, +34% from November $NFLX

AMD shares are rising sharply today after the company announced a $6 billion share buyback program.

![](https://m.stacker.news/91873)

![](https://m.stacker.news/91874)