𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

TMM is back with the one and only @SquirrelMacro We talk about everything from AI to some of our favorite thematic ETFs - do not want to miss this one! Podcast: t.ly/8OWfW YouTube: t.ly/xjm4J Show Notes: t.ly/fwALS

JUST IN: Democratic party falls to lowest level of favorability in 35 years, per WSJ 2028 Democratic nominee odds favorites: • Gavin Newsom 20% • AOC 14% • Pete Buttigieg 10% • Josh Shapiro 6% • Kamala Harris 4% • Tim Walz 2% • Michelle Obama 2% • Stephen A. Smith 2%

Donald Trump to impose a 50% tariff on Brazil, starting Aug. 1 Brazil has the second-largest reserves of of rare earth elements globally, second only to China, according to the US Geological Survey.

Prior to covid, ~60% of U.S. households could make the payment on an average house at prevailing mortgage rates. Post-covid, ~40% of households can afford the average house. This chart explains the post-covid angst more than any other I can think of.

the % of users who switch to comet as default browser has been steadily increasing since the launch day. and there's still so much more to do to keep increasing this number. really promising future for comet.

"We’re launching Web Guide, a Search Labs experiment that uses AI to intelligently organize the search results page, making it easier to find information and web page. Web Guide groups web links in helpful ways — like pages related to specific aspects of your query." $GOOG $GOOGL

Paging John Murphy