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312 Topics:

· July jobs report came in weaker than expected with higher unemployment rate

· Historical pattern suggests potential weakness in mid-to-late summer through mid-fall before Q4 rally.

· Tariff & Commodity News

· Data Center Energy Consumption

· Buy Now, Pay Later Trends

· Earnings Season Volatility 

Show Notes:

Post on X from Jason Goepfert on 7.31.25 -

https://x.com/jasongoepfert/status/1950972585480745304?

Post on X from Nautilus Research on 7.7.25 with an update on the 4-year election cycle for the S&P 500 - https://x.com/NautilusCap/status/1942202402414743758

Post on X from Renaissance Macro Research on 7.30.25 - https://x.com/RenMacLLC/status/1950646263969632257

Data Center Energy Usage

Source: Zero Hedge X Post

https://x.com/matthewcjessup/status/1949884142583267793

Missed Payments Rising

Source: The Kobeissi Letter X Post

https://x.com/KobeissiLetter/status/1949476483346350323

Strong Earnings Reactions

Source: Mike Zaccardi X Post, BOFA

https://x.com/MikeZaccardi/status/1952349009378431434