We are going to start doing a live podcast with Jeremy Vreeland at Bullish/Bears every Thursday at 11:30AM EST. We will be talking markets and stocks. Feel free to shoot over questions or names you want us to cover. Will have details on how to access the stream next week.

Woke Companies

Turns out that not only does Google not search for the assassination attempt, it also suppresses searches for President Donald Trump-X

Apparently, when you google Donald Trump you get info about Kamala Harris

Facebook now also blocking Trump assassination pictures and calling it fictional.

They later called it an “error”…..

"Yes, this was an error. This fact check was initially applied to a doctored photo showing the secret service agents smiling, and in some cases our systems incorrectly applied that fact check to the real photo. This has been fixed and we apologize for the mistake."

Wells Fargo facing lawsuit over fake diversity interviews

ESG

Conflicting ESG Reporting Rules Create Major Business Challenge-Bloomberg Law

A lack of clarity due to conflicting ESG requirements is the biggest short-term ESG challenge now facing public companies, with 41% citing the issue in survey results the law firm released Tuesday.

DEI

Conservative Professor Disciplined For Criticizing DEI Gets $2.4 Million To Settle Lawsuit Against College-Zero Hedge

Matthew Garrett, formerly a tenured history professor at the California community college, will receive $2,245,480 divided into monthly payments for the next 20 years as well as an immediate one-time payment of $154,520 as “compensation for back wages and medical benefits since [his] dismissal,” according to the July 10 settlement agreement.

Things That Get Blamed For Climate Change

New York Times columnist scolds Twisters producers for not including climate change plot - after film's anti-woke storyline was credited for huge box office takings-Daily Mail

Margaret Renkl called out director Lee Isaac Chung in a scathing opinion piece published Monday, criticizing his decision to omit any reference to global warming in the film's plot- after he said he doesn't believe films are meant to be 'message-oriented.' 

Market

Not much going on yesterday ahead of a slew of data this week. The bulls and bears both fought to gain traction, but the S&P closed flat. Only notable move was small caps (IWM) down over 1%. SPY continues to hang above it’s 50 day, which is bullish.

As far as individual names, TSLA bounced after having a rough time last week. You could use the 20 day EMA as a long or short indicator if you were so inclined.

Ton of data to come this week so wouldn’t try to be a hero either way. Speaking of data, Nickileaks still expecting a September rate cut, Investors on Alert for Fed Signals of September Rate Cut-WSJ

Officials are expected to revise their postmeeting statement in ways that hint that a rate cut in September is more likely than not. The policy statement is heavily debated by the 12 voting members of the Fed’s rate-setting committee.

Maybe. Any of the Mag 7 could produce a NVDA like moment. Microsoft Results Could Pull Tech out of it's Funk-Barron's

Would be watching the 433 area and then the 10 day.

Everything Else

Elon feuding with Newsom. My money is on Elon.

Elizabeth Warren- “I believe we need to create a pathway to citizenship. Kamala Harris will work with Congress and get that done.”

SWAT saying they had no communication with the Secret Service prior to Trump shooting.

Leaked text messages show that counter snipers were aware of Crooks up to 90 minutes before the shooting

New video appears to show that law enforcement had Crooks surrounded and were clearing people from the area, but Trump was allowed to remain on stage.

The Republicans on the Trump Assassination task force were announced and for some reason the guys with actual military experience were left off.

Fetterman’s been making some sense lately, but I do wonder why he got Covid if he’s fully vaccinated?

Has the FBI been “cooking the books” on crime statistics?

Protests in Venezuela after Maduro is declared the winner, but exit polls show just the opposite.

What’s $2bn when you have a multi trillion deficit? Pentagon Finds Another $2 Billion In Ukraine Aid 'Accounting Errors'-Zero Hedge

Maduro also “reformed” his Supreme Court

Karma at the Olympics?

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