(Part 3 of 4) -News and my thoughts from the past week (02Feb2026) > Ray Dalio Big Cycle, OpenAI, more

KYHBKO
02-02 08:27

News and my thoughts from the past week (02Feb2026)

Several explosions were reported just now in Tehran and other cities in Iran. - X user Jesse Cohen

The U.S. Senate passes a bill to fund the government, averting an imminent shutdown. The legislation now moves to the House. Seems like the Government shutdown is over (for now). - X user Conflict Alarm

Ray Dalio just said the quiet part out loud. "If you depreciate the money, it makes everything look like it's going up." The Stock Market boom is a lie. We are witnessing the death of the Dollar, not the growth of the economy. 99% of people have no idea. - X user Bark

26.4% of US federal debt is maturing within 12 months, near the highest % in 26 years, according to Tavi Costa's analysis. This is about $10 TRILLION of debt. - X user Global Markets Investor

Sam Altman warns of OpenAI layoffs as "AI replaces workers." This follows reports of further layoffs at Pintrest and Amazon as "AI transitions from expansion to discipline phase." - X user Financelot

UPS to cut another 30,000 jobs in 2026 as it doubles down on turnaround - X user MacroEdge

Hundreds set to be laid off from Meta's Reality Labs division - USA Today

Nike is cutting 775 employees, primarily at its U.S.-based distribution centers, CNBC has learned. - CNN

Institutional investors sold -$9.2 billion in US equities last week, marking the 5th straight week of selling. They dumped -$8.1 billion in single stocks and $1.1 billion in ETFs - X user Global Markets Investor

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

$Cboe Volatility Index(VIX)$

Gold Rebounds Strongly! Is the Bull Market Back on Track?
After two days of sharp selloffs, gold and silver staged a strong rebound. Spot gold climbed back above $4,800/oz, rising more than 3% intraday, while silver surged 5% to reclaim the $83 level. The bounce comes amid extreme volatility across risk assets, as investors reassess positioning after forced liquidations and margin stress earlier in the week. Is this rebound signaling a renewed rally? Or are gold and silver still vulnerable to further volatility ahead?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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