The Coastal Journal
@1CoastalJournal
Your 🧭 through financial markets. Top 100 Substack (finance) | elite analysis built on fundamentals, forensic accounting & data—not speculation.
There Is Overvaluation in Stocks ⚠️ “It’s been the ruin of many a poor boy” $NFLX 52PE $ALLY 65 PE borrowing 📈 $WAL debt 🚀 to $6.1B $SPY Shiller P/E 2 highest on RECORD 39 Don’t wait for the rising sun 🌅 Details here: open.substack.com/pub/coastaljou…
20-year bond auction, with a bid-to-cover ratio of 2.79, indicating solid demand compared to the historical avg of around 2.4 - A stop-through of 1.6 basis points suggests the auction was well-received, with 67% of bonds allocated to indirect bidders (foreign investors)
US 20-Year Bond Auction High yield 4.935%, vs WI yield 4.951% (Stopped through 1.6bps) Bid-to-cover ratio 2.79 US sells $13 bln Awards 85.30% of bids at high Primary dealers take 10.72% Direct 21.86% Indirect 67.43%
2024: 🇺🇸 tariff rate on 🇯🇵 imports: 1.5% 🇺🇸 tariff rate on 🇪🇺 imports 0% 2025 Trump trade "deal": 🇺🇸 tariff rate on 🇯🇵 imports: 15% 🇺🇸 tariff rate 🇪🇺 on imports: 15% Winning?
🔴 Trump: I will only lower tariffs if a country agrees to open its market. If not, much higher tariffs! - Truth Social.
Classic when does @nbcsnl do an updated version for #Biden ? “#inflation is our friend,Most Americans will be Millionaires, wouldn’t you like to own a $4k suit (todays price for a tailored suit), smoke a $75 cigar, don’t worry will just print more money”
White House Official on Japan Deal: Tariffs on drugs and chips are to be negotiated separately. It wont be worse than other trading partners.
We will have the $TSLA report out as soon as we breakdown their filing & earnings call is over.
There Is Overvaluation in Stocks ⚠️ “It’s been the ruin of many a poor boy” $NFLX 52PE $ALLY 65 PE borrowing 📈 $WAL debt 🚀 to $6.1B $SPY Shiller P/E 2 highest on RECORD 39 Don’t wait for the rising sun 🌅 Details here: open.substack.com/pub/coastaljou…
🔴 EU Diplomats: EU Member States set to vote on €93 bln of counter-tariffs on US goods Thursday.
🔴 EU diplomats: A broad majority of EU members would support using anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.
As I wrote in my last blog post and as Bloomberg today confirms, meme stock mania is back like it's 2021 all over again: bloomberg.com/news/articles/… What does "meme stock" mean? No one knows, because it's a made up word, but the common theme is that these are the junkiest stocks in…
Understanding why the US government is giving everyone tariffs Explained:
BREAKING: Even Fox News is now admitting that Donald Trump’s tariffs have decimated the American auto-industry. This is a remarkable turn of events.
It really is true that a picture is worth thousand words
EU readies over $100B no-deal plan to match US 30% tariff finance.yahoo.com/news/live/trum…
US President Trump: I WILL ONLY LOWER TARIFFS IF A COUNTRY AGREES TO OPEN ITS MARKET. IF NOT, MUCH HIGHER TARIFFS! – TS truthsocial.com/@realDonaldTru…
$TXN -12% today
⚠️ $TXN Earnings 🚩 (Q2 2025) 📉. Stock -7% AH 🔻 Op. Cash Flow: Down -16.5% YoY 🔻 Free Cash Flow: Negative ($-14M) 🔼 Inventory: $4.7B (DII 240) ⬆️ Receivables likely rising → DSO ↑
On July 23, 1965, President Lyndon Johnson ended the use of real silver in dimes and quarters. Overnight, our pocket change was no longer precious. Why? To fight silver shortages. To battle inflation. That small shift—90% silver to copper-nickel “clad”—was a massive moment.…