The Compound and Friends The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump
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May 20, 2025 Discover the latest buzz around investment strategies in energy stocks and how 'Cougar' companies are thriving even in economic downturns. The discussion also dives into the recent downgrade of America's credit rating by Moody's and its implications. Enjoy a lively analysis of market movements, including Bitcoin's impressive resilience, and explore the challenges faced by major retailers like Walmart due to rising costs. The conversation highlights how market dynamics are evolving, blending casual banter with serious insights for savvy investors.
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US Deficit Mirrors Recession Levels
- The US deficit is at historic depths unusual outside recessions, reflecting persistent fiscal challenges.
- Successful budget surpluses have historically coincided with stock market bubbles, not just political consensus.
US Debt Interest Paid Domestically
- Most US government debt interest is paid to Americans, somewhat mitigating foreign dependency risks.
- This internal ownership recycles debt interest back into the economy or additional treasuries.
Use Early Decision for Admissions
- Apply early decision to demonstrate commitment and improve chances at competitive colleges.
- Engage in summer programs and campus visits to further show your dedication and strengthen your application.