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1. History of Down -10%+ Years…You Need Something Bad to Happen

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2. Mag 7 2025 are All in the Red

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3. Since First Rate Cut Mag 7 is Still Outperforming -But Gap is Closing Fast

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4. QQQ Pulled Back to Blue: 2+ Year Trend Line

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5. Russell 2000 Small Cap Also Pulled Back to Big Trend Line…200 Week Moving Average

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6. Emerging Markets and China Have Low Gold Reserves vs. Developed

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7. The City of L.A. is Facing a $1B Deficit

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8. The NVDA Rubin Chip

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9. BYD Chinese EV Car Company Building a 50 Square Mile Factory

Via The Sun: STAGGERING drone footage shows the scale of the vast Chinese electric vehicle mega factory that is being built.

The sprawling BYD factory in Zhengzhou, in China's Henan province, is set to be bigger than a major US city and has its own football ground.

Aerial footage of the factory and the land it is expanding onto shows masses of sleek production buildings, high rise blocks, a football pitch and tennis courts all separated by roads.

As the drone continues to cover the site, it shows the vast expanse where work is beginning on building new parts of the facility, as well as what looks like a small village where workers live.

At the back of that settlement is more land earmarked for construction work.

The site is set to dwarf rival Tesla's Gigafactory in Nevada that covers 4.5 square miles.

When completed, the factory, which is being built in eight phases, is set to cover 32,000 acres or 50 square miles.

For comparison, San Francisco in California is 46.9 square miles.

Phases five to eight are now underway, majorly expanding the current factory.

According to reports, BYD as a whole has over 900,000 employees and will add over 200,000 more in the next three months.

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10. Waves and Tides

From Seth Godin’s Blog: It’s easy to be distracted by the wave that’s crashing on the shore.

On the other hand, the tide is inexorable. It’s the long-term trend, the one that is quietly happening, over time.

Sometimes, a big wave comes along and we lose our focus. It’s urgent.

But expecting and working with the tide pays off. Waves burn out.

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