News and my thoughts from the past week (25Aug25) Image Rising Delinquencies... Credit cards: >12%, highest since the Great Recession. Student loans: back above 10% after payments resumed, likely to continue higher. Auto loans: near 5%, approaching a 14-year high. The debt stress is piling up. - X user Charlie Bilello Image ACCORDING TO WALL STREET GOOGLE’S 6 MAIN BUSINESS ARE WORTH $3.5 TRILLION ON A STAND ALONE BASIS THE $3.5 TRILLION DOZENS EVEN INCLUDE DOZENS OF SMALLER UNITS GOOGLE IS CURRENTLY WORTH JUST $2.5 TRILLION - X user Gurgavin Image Bull markets have lasted 5x longer than bear markets on average. Bulls: +254% over 5 years. Bears: –31% over 1 year. Markets spend far more time growing wealth than destroying it. Why is interrupting compounding the biggest risk of all? - X us

Market Outlook of S&P500 (25Aug25) Technical observations: MACD - currently shows a downtrend. However, it seems to be inching back upwards. Let us monitor. Exponential Moving Averages (EMA) lines are showing an uptrend. The lines are converging, which represents a potential reversal of the current uptrend. However, the convergence is not yet complete, and we expect the uptrend to continue. Both the 50 MA line and the 200 MA line are showing an uptrend. This speaks of a bullish outlook for both the short and long term. The CMF is positive at 0.05, indicating more buying pressure over the past 20 periods. However, it is on a downward trend, with most using the middle “0” line as the indicator for trend change. The S&P 500 has grown 14.77% from a year ago. The S&P 500 technical a

🌟🌟🌟President Donald Trump's One Big Beautiful Bill just bulldozed its way through Congress and the market is already sorting out the winners from the losers.  With USD 4.5 trillion in tax cuts, USD 350 billion in defense spending and deep cuts to Medicaid and green energy, this bill is a fiscal adrenaline shot with a long term hangover. It is a classic Trump cocktail - short term stimulus, bigger long term debt and a sharp ideological tilt.  But for investors, the message is clear - some sectors are about to feast while others are possibly headed for famine. Here are 2 stocks poised to soar and 2 that could get steamrolled.  Winners 🏆🏆🏆 Lockheed Martin $Lockheed Martin(LMT)$  Why it wins -&nbs

$Centene(CNC)$ $CATAPULT GROUP INTERNATIONAL(CAT.AU)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Molina Healthcare(MOH)$ On Capitol Hill, a sweeping piece of legislation — dubbed by its supporters as the “Great and Beautiful Bill” — has just cleared the Senate, promising to reshape federal spending priorities in ways that could ripple across the economy. Investors are already scrambling to assess the winners and losers of this ambitious, controversial policy shift. The bill combines major Medicaid funding cuts, infrastructure spending initiatives, and tax policy changes, designed to rein in