From Brink to Bounce: Markets Rotate While the World Exhales
Always look on the bright side of life...
Middle East: From “All-Out” to “Managed Ceasefire”
Cease-fire ≠ peace, but it’s enough. Israel and Iran both blinked—deterrence intact, escalation avoided.
Trump’s blunt assessment: “Two countries that have fought so long they don’t know what the f*#k they’re doing.” Brusque, but markets got the message: no regime-change fireworks.
Relief rally: Oil reversed, gold cooled, equities ripped. In 2024-25 markets, “nothing blew up” is the new bull catalyst.
Markets: From Panic to Party
Blink and you missed it: Investors are rotating, not retreating. Tech still leads, but metals and bitcoin now sit in the same allocation bucket labeled “insurance.”
Reminder: Markets don’t care about what just happened. They care about what could happen next. And they are getting better at assimilating information in real time.
Oil & Inflation: Bullet Dodged —for now
Straits-of-Hormuz closure scare: –1.7 mbd scenario. Markets re-price that risk to <5 %.
Powell: with crude sub-$90 again, “sooner-rather-than-later” cuts stay on the table. (Trump is interviewing his replacement).
Why the resilience? Oil supply panic faded, inflation fears capped. Suddenly, central banks look like they might cut rates.
Fragile equilibrium: one mis-fire in the Gulf and CPI fears come roaring back.
The New Rotation—2025 Playbook2
Watch for pattern changes in volatility: gold vs. BTC—reversed.
Anthony Pompliano’s new SPACC-merged company, ProCap BTC, LLC (soon to be ProCap Financial, Inc.), issued $750 million in fresh capital
It promptly bought $550 million BTC—4,932 bitcoins
Market moved from $99k to $108
He should tag team with Michael Saylor to keep it moving!
Message: Own the S&P for Fed support and upside, but hedge with metals and BTC. Sitting in cash is the high-risk trade.
Red Scare in the Big Apple: NYC Swipes Right on a Socialist Showstopper
NYC’s Democratic primary just handed the crown to Zohran Mamdani—a self-declared socialist promising rent freezes, city-run grocery stores, and NYPD defunding.
He didn’t just win—he steamrolled the competition, with a blazing TikTok—fueled campaign and a strong assist from NYC’s ranked-choice voting.
Working-class, non-college voters backed Cuomo, the less radical, old-school Democrat.
Meanwhile, the college-educated crowd flocked to Mamdani.
The new progressive playbook: feel guilty, vote socialist, call it “justice.”
You don’t need a PhD to see where this ends—and it won’t be pretty.
The World’s Soundtrack Is Changing
Soundtrack to the Summer: ‘L’amour à la folie’—Resilience Remixed
While the world watched bombs, Amadou & Mariam dropped “L’amour à la folie”—psychedelic, joyful, defiant.
Critics’ summer pick.
Country Music’s Big Tent: America, Remixed
Authenticity is the new currency. Country’s crossover with hip-hop and pop is smashing charts and stereotypes.
The message: America wants common ground. Country’s big tent is open for business.
The ripple: country is bleeding into fashion, film, even politics. Culture, like markets, adapts or dies.
Alex Warren is top of the country charts.
Oliver Anthony sings the anthem to inequality.
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one of your best articles yet!