📈 Can the Market Really Grow 15% Forever?

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Good Morning & Happy Monday!

Markets react to fresh tariffs, Palantir heads into earnings, and Nvidia’s China comeback raises new questions. Plus: Reddit’s profit surprise, Trump’s Fed pick, and a smart take on why 15% stock returns won’t last forever.

Grab your Flat White and let’s get into it. ☕️ 👇️ 

Former Zillow exec targets $1.3T

The top companies target big markets. Like Nvidia growing ~200% in 2024 on AI’s $214B tailwind. That’s why the same VCs behind Uber and Venmo also backed Pacaso. Created by a former Zillow exec, Pacaso’s co-ownership tech transforms a $1.3 trillion market. With $110M+ in gross profit to date, Pacaso just reserved the Nasdaq ticker PCSO.

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Market News

📈 futures climb with tariffs and jobs data in focus
This mornings futures rally has Wall Street cautiously optimistic heading into the week, but beneath the surface, weak jobs data and President Trump’s surprise tariff blitz are shaking things up. With new tariffs now scheduled for August 7 and just 73,000 jobs added in July (after steep revisions), investors are already considering the Fed’s next move.

🪖 What Wall Street Analysts Think of Palantir Stock Ahead of Earnings
Palantir’s stock is a high-wattage drama heading into its Q2 earnings, soaring on AI hype yet haunted by valuation skeptics. With federal contracts and Citigroup’s bullish beat call fueling optimism, analysts remain split: some see massive upside, others warn a downturn. Here’s who’s betting big and who’s playing it safe.

🇨🇳 Nvidia Returns to China as AI Market Share Erodes
Nvidia's back in China in a big way thanks to fresh U.S. export approvals, the mid-range H20 AI chip is flying out, meeting pent-up demand from giants like Alibaba and Tencent. With a massive 300,000-unit order placed at TSMC, analysts are forecasting a China revenue rebound that could reshape Nvidia’s earnings narrative. But Beijing's regulator is now questioning H20 security, raising red flags about what’s next.

💬 Trump to Name New Fed Governor
Trump is moving fast on key economic positions, planning to name a new Federal Reserve governor and a replacement for the recently ousted head of the Bureau of Labor Statistics. With Fed Governor Adriana Kugler stepping down early, and concerns growing around politicized labor data, the market is watching closely. The picks could shift the tone on interest rates.

💵 Reddit Turns a Profit as User Gains Boost Revenue
Reddit has officially turned profitable, its Q2 earnings smashed expectations, with roughly $500 million in revenue and ad sales up 84% year-over-year. Daily active users hit 110 million, while average revenue per user surged 47%. The company now expects Q3 revenue of $535–$545 million as it leans into AI-powered ads and search expansion.

Invest & Strategies

🤔 The Ultimate Growth Stock to Buy With $1,000 Right Now
Alibaba Group is arguably the ultimate growth stock to buy with $1,000 right now, standing out among its peers thanks to strong fundamentals and an often-overlooked upside potential. As the company eyes expansion and recovery in key markets, analysts argue it has both momentum and valuation on its side. This article breaks it down.

💹 Why Can’t the Stock Market Grow at 15% Forever?
The stock market’s recent 15% annual gains might feel normal, but they’re not sustainable. Ben Carlson explains why long-term returns are bound by economic growth, inflation, and valuation limits. At some point, the math just breaks: markets can't outpace the global economy forever. Here's why future returns will likely cool off.

📰 How People Invested Before The Internet Was A Thing
Before the internet, retail investing looked very different, think paper trade orders, slow ticker tape updates, and limited access to real-time data. The Onveston Letter retraces how investors relied on broker relationships and delayed transparency. It also shows how strategic patience and discipline mattered more than instant signals.

🏦 Bitcoin TreasuryCos: Lessons From The 1929 Crash
Be Water’s essay draws an eye‑opening parallel between today's Bitcoin treasury companies and the speculative investment trusts of the 1920s. These firms often raise capital to buy BTC, relying on net‑asset‑value premiums rather than cash flow, creating pyramid‑like dependencies. Without income to service debt, they're vulnerable if Bitcoin stalls or investors lose appetite. The warning? Financial reflexivity hasn’t changed since 1929. We’re not sure whether we 100% agree with the article, however I think it’s worth sharing alternative & balanced perspectives.

Best of Twitter

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