TLC Weekly Update July 12, 2025

What an interesting week with Trump’s tariff shocks and all these mysteries trades happening right before his announcements on all the right instruments to rip the benefit of billions of dollars … yet not a word of investigations on these transactions.

And just this morning we now have more tariff fun, spreading to EU and Mexico as well.

I came across this video talking about the myth of stock market performance over the years. It is a pretty good video explaining what’s wrong with the common belief that stock market provides superior return all the time. It is just the latest one from a long line of articles, books and other media over the past decades trying to expose the truth.

I love this video from Patrick Boyle discussing this hot topic of tail whacking the dog behavior in the financial markets. So when will US banning the use of 0DTE to mess up normal market actions?

David Lin having a discussion with Father Emmanuel Lemelson on what he sees in the financial markets for coming months. Last time he was on the show, he made several great calls. His opinion is worth listening to.

We are now well into the summer yet our work here has been accelerating in all directions. An exciting few months that will keep me extremely busy for sure.

Have a great weekend all!

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