To The Moon

Next week brings the hardest-to-call FOMC meeting in a long while. The reason: the recent sharp rebound in oil, compounded by events such as a potential blockade of the Strait of Hormuz and restrictions on Red Sea shipping, has left the market with little confidence in how inflation expectations will evolve. If inflation persists, expectations for a Fed rate hike will heat up sharply — and could even become reality as early as the July meeting. Yet Trump remains firmly committed to rate cuts: a hike could trigger a sizable equity correction ahead of the midterm elections and, in turn, hurt his party at the polls. For this week's meeting, therefore, I lean toward the Fed standing pat — but with more hawkish language, nudging the market to give up its easing bets and get its “vaccination” in

Economic Preview: Key Data Releases (week of 27Jul2026) Consumption and Consumer Sentiment June’s Durable Goods orders are forecast to rise by 1.6%, a notable improvement from the previous reading of -4.5%. This rebound is a positive indicator for consumption and suggests stronger demand momentum. The CB Consumer Confidence reading for July is forecast at 92.1. This points to weaker consumer confidence and lower market optimism, which may influence future consumption patterns. Energy Demand Indicator Crude oil inventories remain an important reference point for assessing producer expectations and future consumption. If inventories come in above expectations, it may suggest stronger supply conditions; if they fall below expectations, it could point to firmer demand. Federal Reserve Interest

🟡 Beginner’s Guide to the iShares Gold Trust (IAU) ETF – Part 1: Understanding Gold Investing Gold has been valued for thousands of years. It has been used as money, jewelry, and a store of wealth during uncertain times. Today, investors no longer need to buy heavy gold bars or store gold coins in a safe. Instead, they can invest in gold through an Exchange Traded Fund (ETF) such as the iShares Gold Trust (IAU). If you are completely new to investing, this guide will explain everything in simple English. By the end of Part 1, you will understand what IAU is, why investors buy it, and how it fits into an investment portfolio. ⸻ 🌟 What Is an ETF? ETF stands for Exchange Traded Fund. Think of an ETF as a basket of investments that trades on the stock exchange just like an ordinary stock. When