Strategy buys again. This is half the size of last week but still quite big. Mostly made from selling stock.
Cern Basher put together this great chart in light of the new Comp Plan for Elon Musk. TLDR ​Comp Plan Benchmark: If Elon achieves his Compensation Plan goals, reaching this milestone would require 472 shares (based on a conservative P/E of 20). ​EBITDA Growth Case: Should the company deliver $400B in EBITDA and command a P/E of 40, the target drops to just 251 shares. ​Price Target Scenario: If my projection of $8,000 per share by 2032 is realized, the requirement falls further to only 126 shares. image
The Conclusions and Key Contrasts: ​Financial Independence: Trump women lead (40%), followed by Trump men (33%), Harris women (32%), and Harris men (29%). ​Home Ownership: Trump women (30%) and Trump men (26%) rate this much higher than Harris men (18%) or Harris women (20%). ​Debt-Free Living: More valued among Trump voters (21–23%) than Harris voters (16–21%). ​Early Retirement: Very low across the board (6–9%), not a major defining goal for Gen Z. ​Money for Experiences: Harris women (46%) and Harris men (42%) prioritize this most, compared to Trump men (28%) and Trump women (27%). ​Trump voters (men & women) lean toward traditional wealth markers (independence, homeownership, debt-free). ​Harris voters (men & women) tend to prioritize experiences and lifestyle. ​Biggest shock was delta between men wanting children and women not! No wonder birthrate is tanking... but rem also these are under 30's and that is less of a focus at this age.
Timing is everything and Grants timing is way off. It’s too late to sell your home for BTC—the moment for that was at the bottom of the bear. image
This chart shows the impact of EPS (Earnings Per Share). Share buybacks are helping companies like Apple, Microsoft, and Google boost their earnings per share by reducing the number of shares outstanding. This makes their profits look stronger, even when the broader economy and most other companies are struggling. This chart shows the Earnings Per Share (EPS) of the S&P 500 from 2016 to 2025, comparing two scenarios: with and without buybacks. ​The blue line represents S&P 500 EPS with buybacks, showing a general upward trend from around $100 in 2016 to over $200 in 2025, with fluctuations, notably a peak around 2021 and a dip in 2020. ​The orange line represents S&P 500 EPS without buybacks, starting at a similar level to the blue line in 2016 but remaining relatively flat or declining slightly over time, ending below $60 in 2025. The key difference is that buybacks (stock repurchasing by companies) significantly boost EPS, while excluding them shows a much flatter or declining EPS trend, highlighting the impact of buybacks on reported earnings. image
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Exponentially explained. It took the U.S. 220 years to reach $1 TRILLION in debt.Today, we add that every 16 weeks. It will only accelerate from here. image
The deeper you dive into the unknown, the more exciting the gifts. image
Bitcoin treasury companies hold 1million ₿TC now. That is 6.66% of the max 15M BTC supply. Blackrock has 5%. Nearly 66% is held by MSTR in the Treasury Department. Treasuries are it. If they continue at this rate we will not have a traditional bear market. If they start selling - we will. It is a double edged sword. Source: Invest Answers