Oil Near Ninety. The Ten-Year at 4.72%. CPI Tomorrow.

Oil Near Ninety. The Ten-Year at 4.72%. CPI Tomorrow.

Brent extended its rally toward $90 a barrel and the benchmark Treasury yield pushed above 4.72% — both moving against the market a day before the inflation print.

Monday closed lower across the board after last week’s records: the Dow slipped 0.11%, the S&P 0.06%, the Nasdaq 0.32%. This morning futures are close to flat, with the Dow down 25 points and the Nasdaq up 67.

The pressure is not coming from equities. It is coming from crude and the long end of the bond market, both of which feed directly into the numbers the Fed reads. Several FOMC members have already signalled a possible hike next month.

Here’s why it lands on your desk: the ten-year sets your mortgage, not the Fed funds rate. It has risen while the market was celebrating record highs, and almost nobody mentioned it.

Source: Regal Securities / TradingEconomics

The Video Wall Street Was Not Expecting

A new video has caught Wall Street completely off guard.

It exposes the reality behind Trump’s secret plan for America’s money, triggering the biggest change to the financial system in 52 years.

The rules of your cash and investments are being fundamentally rewritten behind closed doors, and you cannot afford to be left behind on this transition.

Porter Stansberry just went live to reveal the exact details, including the name and ticker of his #1 move to make today.

Don’t Click Away.

June Was Minus Point Four. July Is Forecast at Plus Point One.

Headline CPI is expected at 3.4% annually, down from 3.5%. Core is forecast at 2.5%.

The monthly figures tell the story better. June came in at minus 0.4% — unusually soft, largely on energy. July is expected at plus 0.1%. One economist notes the increase should come almost entirely from services.

Producer prices follow on Thursday, forecast at 4.9% annually after 5.5% in June. Retail sales close the week on Friday.

If you hold bonds, cash or a mortgage you meant to refinance, tomorrow decides more than any earnings report this week. A hot print revives the September hike the market spent last week pricing out.

Source: Reuters poll / Kiplinger

Saudi Families Get a Cheque. Americans Get Nothing.

Saudi families collect $3,600 a month from their government.

No work. No application. No strings.

Just oil money — distributed to citizens automatically.

Here’s what nobody tells you:

America has 40% more oil than Saudi Arabia.

More recoverable oil than any nation on earth.

And yet while the Saudis are getting checks — you’re getting nothing.

That’s about to change.

There’s a way for ordinary Americans to tap directly into the $300+ billion generated from American oil and gas every year.

No accreditation required. No Wall Street middleman.

Robert Kiyosaki calls it the Patriot Income Plan.

It has historically paid 8–10% a year. On your terms. Not theirs.

Intel Is Raising Twenty Billion Dollars in Shares

The chipmaker is preparing a $20 billion share sale, weeks after posting 25% revenue growth and 59% growth in its data centre business.

Riot Platforms jumped 21% on a $9.1 billion agreement in AI computing. Both are the same story from different angles: the capital required to build AI infrastructure is now large enough to reshape balance sheets.

Tonight brings CoreWeave, Super Micro Computer and Lumentum — whose revenue grew roughly 90% last quarter on optical demand from AI data centres. Cisco reports Wednesday, Applied Materials Thursday.

The pattern to watch is the one from last week: strong results are landing, and the market is judging them on what each company says it will spend next rather than what it just earned.

Source: Benzinga / TradingKey

Roku Sat Inside Other People’s Televisions

I remember when Roku went public. September 2017. $400 million in revenue, still losing money.

They didn’t make TVs. They made software... an operating system that sat inside other companies’ TVs. You’d buy a TV and Roku was already on it.

Every show watched, every ad served — Roku took a cut.

The stock opened at $14. Four years later it hit $479 — a 3,300% return. $10,000 turned into more than $340,000. That’s Roku’s history — it doesn’t predict what any other stock will do.

A small Chicago startup runs a similar playbook... an operating system for phones that sits inside the device and takes a cut of every ad that runs on it. And then shares that cut with the user.

The difference is the market size. Roku had 270 million smart TVs to work with. This startup has 7 billion smartphones...

Right now, shares are $0.52. The NASDAQ ticker is reserved. The SEC has qualified the offering. Anyone can invest.

On August 14, the opportunity to invest at $0.52 closes — and this price disappears forever.

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