🇺🇸 The breakout will continue as anticipated in the Lithium ETF ($LIT).

+25.85% in six & a half weeks…

🧪 CHART WATCH 🧪

🇺🇳 Topics by percentage of Trump’s UN speech…

🇺🇸 CHART WATCH 🇺🇸

🇭🇺 Share of Hungary's electricity generation by source. Solar has overtaken gas to become Hungary's second largest electricity source.

The four largest sources are shown; these made up 92% of electricity production in 2024.

☢️ CHART WATCH ☢️

🤑 The evolution of market share in cryptocurrency from 2015–2025…

Naturally, Bitcoin’s share has declined, and Ethereum has replaced XRP at #2.

📊 CHART WATCH 📊

🇺🇸 COVID-19 vaccine uptake since start of the pandemic

The percent of U.S. adults who have gotten the most up-to-date COVID-19 vaccine available [through March 2025].

💉 CHART WATCH 💉

🇺🇸 The local affiliates who took part in the Jimmy Kimmel boycott…

🦅 CHART WATCH 🦅

🇺🇸 Overtime hours & temporary work seeing a bump in what may be the beginning of a recovery…

🛠 CHART WATCH 🛠

🇺🇸 US Economy Expands at Fastest Pace in Nearly Two Years (GDP & Personal Consumption, QoQ)

📈 CHART WATCH 📈

🇺🇸 The S&P 500 ($SPX) in log scale and the S&P 500 divided by the M2 money supply (to roughly account for inflation).

We’re just south of Dotcom highs now in the latter case…

🌐 CHART WATCH 🌐

🇺🇸 The breakout in solar ($TAN) has pressed forward 13.4% over the last 11.5 weeks.

🕯 CHART WATCH 🕯

🇺🇸 The SPDR Energy Sector ETF ($XLE) is breaking out of the rising wedge it dropped into just before Liberation Day.

⚡ CHART WATCH ⚡

🌎 Bitcoin’s Bull Market Correction Drawdowns

The drawdowns this cycle have been relatively modest.

💰 CHART WATCH 💰

🇺🇸 Federal Rent Subsidies by State

Average monthly federal housing subsidy per assisted home (2024).

🏚 CHART WATCH 🏚

🇺🇸 Polymarket odds for the 2028 Presidential Election in the United States…

🇺🇸 J.D. Vance 27%
🇺🇸 Gavin Newsom 22%
🇺🇸 Alexandria Ocasio-Cortez 7%
🇺🇸 Marco Rubio 5%
🇺🇸 Andy Beshear 3.5%
🪨 Dwayne Johnson 3.5%
🇺🇸 Wes Moore 3.3%

🗳 CHART WATCH 🗳

🇺🇸 How those 2028 Polymarket odds have moved since mid-summer.

🇺🇸 CHART WATCH 🇺🇸

🇺🇸 Global Gold Reserves: the United States of America vs. the World

After the beginning of the end kicked off in 2008, many central banks (particularly in developing & emerging economies) began buying gold hand over fist, correctly anticipating devaluation in the Dollar & all other fiat currencies operating within its system.

The average total purchase from 2011-2021 was around 118 tons/year. In the year or so after the Russo-Ukrainian War began, they averaged 291 tons/year. Here in the second half of 2025, buying is picking up again (as is inflation) after a period of subdued buying (waiting to see if Trump would blow up the world economy & create a significant discount).

While Asia has added tons of gold to its reserves in the last decade & a half, the developed world has largely resisted this trend. Most Western central bankers either stood pat like the U.S. or sold off all of their gold like the U.K. Now during the Trump Administration, it appears America is embracing cryptocurrency.

The Administration has discussed revaluation of gold as one solvency strategy. With Asia’s buying spree & the U.S. share in gold reserves falling to 20% (from 53% in 1957), will D.C. decide to take up gold purchases? Or is it stablecoin hegemony & U.S. military dominance all the way?

🪙 CHART WATCH 🤑

The Debtors & Creditors of Europe (from largest to smallest):

Creditors: 🇩🇪🇱🇺🇳🇱

Debtors: 🇮🇹🇪🇸🇪🇺🇫🇷🇬🇷🇵🇹

See the problem?

France was a creditor nation briefly after the pandemic began but that soon reversed. Greece, Portugal, and the Netherlands are essentially neutral. Germany is loaning all the money, but their economy is seriously stagnating.

📈 CHART WATCH 📉

🇺🇸 Tesla is up 31.57% in the five weeks since I posted that developing triangle breakout. Just saying…

I’m shooting more from the hip on this one. Call it a hunch*, but I bet $TSLA ends up back in that $355-365 zone.

*Just don’t call it financial advice.

🚚 CHART WATCH 🚚

🌎 Bitcoin’s Realized Profit/Loss Ratio

This cycle has seen three distinct multi-month surges. The Realized Profit/Loss Ratio shows that each time profit-taking exceeded 90% of coins moved, marking cyclical peaks. Having just stepped away from the third such extreme, probabilities favour a cooling phase ahead.

🪙 CHART WATCH 🪙

🌎 Percent Change in Real GDP between Q4 2019 and Q2 2025

⬆️ 🇮🇳 India by far followed by 🇹🇷 Turkey, Taiwan, and 🇨🇳 China.

⬇️ 🇩🇪 Germany barely grew. 🇿🇦 South Africa & the 🇨🇿 Czech Republic grew slower than 🇯🇵 Japan & the 🇬🇧 U.K.

🔺️ CHART WATCH 🔺️