To The Moon

The market pendulum swings back to employment this week with a series of new US jobs reports due to be published. Before that, it's a good idea to recap the US economic reports released so far. They reflect the current state of US economy and may have a ripple effect on US stock market, especially when they are less than ideal. New Home Sales. Before US New Home Sales report for September 2025 is out on 13 Jan 2025, enclosed is a recap of what have transpired in 2025. The US Census Board did not get back to reporting after US shutdown ended. For 2025 - January to August as a whole is characterized by choppy growth: (see above) A strong February–April run‑up. A sharp May correction. A flat June–July. And a powerful August snap‑back rather than a smooth, consistent uptrend. Despit

In a surprise twist of event, $Alphabet(GOOG)$ closed 2025 as one of Wall Street’s biggest winners after a strong rebound driven by its AI push. Investor confidence improved when GOOG showed that its AI tools complement and support search usage and ad demand, rather than weaken its core business. 2025 Performance Comparison. Among the Magnificent 7, GOOG emerged as the top performer in 2025, with the stock up about +65%, its best year since 2009. (see above) Even AI chipmaker leader, $NVIDIA(NVDA)$ only managed as the next best, rising about +35%. GOOG investors are (now) focused on whether gains in AI products, Cloud demand, and AI infrastructure can keep the AI momentum going. GOOG’s AI Doubles Down. GO

As the Supreme Court of the United States (SCOTUS) approaches its scheduled "decision day" on 9 Jan 2026, the global financial community is closely monitoring the potential invalidation of Trump’s "Liberation Day" tariffs. Following the SCOTUS’s decision: Attention will fall on US Treasury Secretary Scott Bessent (how he will react to court’s decision). Projected consequences for the US stock market and retail sector. The "IEEPA" Showdown The core of the legal battle rests on the International Emergency Economic Powers Act (IEEPA) of 1977. The Trump administration argues that the $1.2 trillion trade deficit and the fentanyl crisis constitute a "national emergency" justifying worldwide tariffs, although US lower courts have already ruled that the President overstepped his authority. US Trea

I first covered the above saga, almost the minute news broke and in quick succession. This is because it is the deal of the century and it will definitely disrupt the global entertainment landscape in a big way forever. Click on the titles to read my previous two posts: 8 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) So Far. As we enter 2026, battle for $Warner Bros. Discovery(WBD)$ has shifted from a boardroom negotiation to a high-stakes standoff between the incumbent favorite, $Netflix(NFLX)$

In a surprise twist of event, $Alphabet(GOOG)$ closed 2025 as one of Wall Street’s biggest winners after a strong rebound driven by its AI push. Investor confidence improved when GOOG showed that its AI tools complement and support search usage and ad demand, rather than weaken its core business. 2025 Performance Comparison. Among the Magnificent 7, GOOG emerged as the top performer in 2025, with the stock up about +65%, its best year since 2009. (see above) Even AI chipmaker leader, $NVIDIA(NVDA)$ only managed as the next best, rising about +35%. GOOG investors are (now) focused on whether gains in AI products, Cloud demand, and AI infrastructure can keep the AI momentum going. GOOG’s AI Doubles Down. GO

The market pendulum swings back to employment this week with a series of new US jobs reports due to be published. Before that, it's a good idea to recap the US economic reports released so far. They reflect the current state of US economy and may have a ripple effect on US stock market, especially when they are less than ideal. New Home Sales. Before US New Home Sales report for September 2025 is out on 13 Jan 2025, enclosed is a recap of what have transpired in 2025. The US Census Board did not get back to reporting after US shutdown ended. For 2025 - January to August as a whole is characterized by choppy growth: (see above) A strong February–April run‑up. A sharp May correction. A flat June–July. And a powerful August snap‑back rather than a smooth, consistent uptrend. Despit

I first covered the above saga, almost the minute news broke and in quick succession. This is because it is the deal of the century and it will definitely disrupt the global entertainment landscape in a big way forever. Click on the titles to read my previous two posts: 8 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) So Far. As we enter 2026, battle for $Warner Bros. Discovery(WBD)$ has shifted from a boardroom negotiation to a high-stakes standoff between the incumbent favorite, $Netflix(NFLX)$

The market pendulum swings back to employment this week with a series of new US jobs reports due to be published. Before that, it's a good idea to recap the US economic reports released so far. They reflect the current state of US economy and may have a ripple effect on US stock market, especially when they are less than ideal. New Home Sales. Before US New Home Sales report for September 2025 is out on 13 Jan 2025, enclosed is a recap of what have transpired in 2025. The US Census Board did not get back to reporting after US shutdown ended. For 2025 - January to August as a whole is characterized by choppy growth: (see above) A strong February–April run‑up. A sharp May correction. A flat June–July. And a powerful August snap‑back rather than a smooth, consistent uptrend. Despit